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 Q3	$115K	Hold	29,964	–	–	﹤0.01%	3339
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

Ardent Capital Management Cincinnati, Ohio $237M AUM 15.59% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's ACRE Position: Q3 2026 in Review

Kestra Advisory Services held its Ares Commercial Real Estate (ACRE) position steady in Q3 2026 at 29,964 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Kestra Advisory Services first reported a position in ACRE in Q1 2024 and has held it in 8 quarters since. The position peaked at $620K in Q1 2024. 35 funds tracked by Wall St. Rank hold ACRE as of Q3 2026.

Kestra Advisory Services held 29,964 shares of Ares Commercial Real Estate worth $115K as of Q3 2026.
Kestra Advisory Services left its Ares Commercial Real Estate share count unchanged in Q3 2026.
Ares Commercial Real Estate made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3339 holding.
Kestra Advisory Services first reported a position in Ares Commercial Real Estate in Q1 2024 and has held it in 8 quarters since.
Kestra Advisory Services's Ares Commercial Real Estate position peaked at $620K in Q1 2024.
35 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.