LNWWM
ACRE

Laird Norton Wetherby Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$234K Buy
51,801
+19,976
+63% +$92.8K 0.01% 833
2025
Q2 		$152K Buy
+31,825
New +$141K 0.01% 907
2024
Q4 		$184K Hold
31,200
– – 0.01% 850
2024
Q3 		$218K Sell
31,200
-225
-0.7% -$1.61K 0.01% 841
2024
Q2 		$209K Buy
31,425
+37
+0.1% +$256 0.01% 840
2024
Q1 		$234K Sell
31,388
-8,147
-21% -$70.9K 0.01% 826
2023
Q4 		$410K Buy
39,535
+11,765
+42% +$116K 0.02% 617
2023
Q3 		$264K Hold
27,770
– – 0.02% 722
2023
Q2 		$282K Sell
27,770
-1,980
-7% -$18.1K 0.02% 742
2023
Q1 		$270K Sell
29,750
-4,000
-12% -$43.7K 0.02% 742
2022
Q4 		$347K Sell
33,750
-17,750
-34% -$204K 0.02% 638
2022
Q3 		$538K Hold
51,500
– – 0.04% 467
2022
Q2 		$630K Buy
51,500
+25,750
+100% +$374K 0.04% 418
2022
Q1 		$400K Hold
25,750
– – 0.02% 588
2021
Q4 		$374K Hold
25,750
– – 0.02% 636
2021
Q3 		$388K Hold
25,750
– – 0.02% 603
2021
Q2 		$378K Buy
+25,750
New +$386K 0.02% 620
2021
Q1 		– Sell
-19,500
Closed -$232K – 783
2020
Q4 		$232K Buy
+19,500
New +$208K 0.02% 762

Other funds holding ACRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ACRE Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Ares Commercial Real Estate (ACRE) stake by 63% in Q3 2025, buying an estimated $92.8K and bringing the position to 51,801 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #833.

Laird Norton Wetherby Wealth Management first reported a position in ACRE in Q4 2020 and has held it in 18 quarters since. The position peaked at $630K in Q2 2022. 143 funds tracked by Wall St. Rank hold ACRE as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 51,801 shares of Ares Commercial Real Estate worth $234K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 19,976 Ares Commercial Real Estate shares in Q3 2025, an estimated $92.8K.
  • Ares Commercial Real Estate made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #833 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Ares Commercial Real Estate in Q4 2020 and has held it in 18 quarters since.
  • Laird Norton Wetherby Wealth Management's Ares Commercial Real Estate position peaked at $630K in Q2 2022.
  • 143 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.