LNWWM
ACRE
Laird Norton Wetherby Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
+31,825
| New | +$152K | 0.01% | 906 |
|
|
2024
Q4 | $184K | Hold |
31,200
| – | – | 0.01% | 850 |
|
|
2024
Q3 | $218K | Sell |
31,200
-225
| -0.7% | -$1.58K | 0.01% | 841 |
|
|
2024
Q2 | $209K | Buy |
31,425
+37
| +0.1% | +$246 | 0.01% | 833 |
|
|
2024
Q1 | $234K | Sell |
31,388
-8,147
| -21% | -$60.7K | 0.01% | 822 |
|
|
2023
Q4 | $410K | Buy |
39,535
+11,765
| +42% | +$122K | 0.02% | 615 |
|
|
2023
Q3 | $264K | Hold |
27,770
| – | – | 0.02% | 720 |
|
|
2023
Q2 | $282K | Sell |
27,770
-1,980
| -7% | -$20.1K | 0.02% | 739 |
|
|
2023
Q1 | $270K | Sell |
29,750
-4,000
| -12% | -$36.4K | 0.02% | 741 |
|
|
2022
Q4 | $347K | Sell |
33,750
-17,750
| -34% | -$183K | 0.02% | 636 |
|
|
2022
Q3 | $538K | Hold |
51,500
| – | – | 0.04% | 467 |
|
|
2022
Q2 | $630K | Buy |
51,500
+25,750
| +100% | +$315K | 0.04% | 418 |
|
|
2022
Q1 | $400K | Hold |
25,750
| – | – | 0.02% | 587 |
|
|
2021
Q4 | $374K | Hold |
25,750
| – | – | 0.02% | 627 |
|
|
2021
Q3 | $388K | Hold |
25,750
| – | – | 0.02% | 592 |
|
|
2021
Q2 | $378K | Buy |
+25,750
| New | +$378K | 0.02% | 612 |
|
|
2021
Q1 | – | Sell |
-19,500
| Closed | -$232K | – | 781 |
|
|
2020
Q4 | $232K | Buy |
+19,500
| New | +$232K | 0.02% | 751 |
|