KAS
ACRE

Kestra Advisory Services’s Ares Commercial Real Estate ACRE Stock Holding History

Kestra Advisory Services’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Buy
29,964
+16,678
+126% +$82.3K ﹤0.01% 3151
2026
Q1 		$63.8K Buy
13,286
+10
+0.1% +$50 ﹤0.01% 3053
2025
Q4 		$63.5K Buy
+13,276
New +$64.5K ﹤0.01% 3787
2025
Q3 		– Sell
-10,857
Closed -$51.8K – 2895
2025
Q2 		$51.8K Buy
+10,857
New +$48.2K ﹤0.01% 2770
2025
Q1 		– Sell
-72,033
Closed -$424K – 2750
2024
Q4 		$424K Buy
+72,033
New +$485K ﹤0.01% 1984
2024
Q3 		– Sell
-80,065
Closed -$552K – 2550
2024
Q2 		$552K Sell
80,065
-465
-0.6% -$3.22K ﹤0.01% 1711
2024
Q1 		$620K Buy
+80,530
New +$701K ﹤0.01% 1524

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kestra Advisory Services's ACRE Position: Q2 2026 in Review

Kestra Advisory Services increased its Ares Commercial Real Estate (ACRE) stake by 126% in Q2 2026, buying an estimated $82.3K and bringing the position to 29,964 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Kestra Advisory Services first reported a position in ACRE in Q1 2024 and has held it in 7 quarters since. The position peaked at $620K in Q1 2024. 141 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Kestra Advisory Services held 29,964 shares of Ares Commercial Real Estate worth $135K as of Q2 2026.
  • Kestra Advisory Services bought 16,678 Ares Commercial Real Estate shares in Q2 2026, an estimated $82.3K.
  • Ares Commercial Real Estate made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3151 holding.
  • Kestra Advisory Services first reported a position in Ares Commercial Real Estate in Q1 2024 and has held it in 7 quarters since.
  • Kestra Advisory Services's Ares Commercial Real Estate position peaked at $620K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.