LFA
ACRE

LGT Financial Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

LGT Financial Advisors’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
2023
Q4 		– Sell
-40
Closed -$381 – 846
2023
Q3 		$381 Buy
+40
New +$412 ﹤0.01% 912

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

LGT Financial Advisors's ACRE Position: Q4 2023 in Review

LGT Financial Advisors sold out of Ares Commercial Real Estate (ACRE) in Q4 2023, closing a stake of 40 shares — an estimated $381 sold.

LGT Financial Advisors first reported a position in ACRE in Q3 2023 and held it in 1 quarter. The position peaked at $381 in Q3 2023. 142 funds tracked by Wall St. Rank hold ACRE as of Q4 2023.

  • LGT Financial Advisors reported no remaining Ares Commercial Real Estate position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 40 Ares Commercial Real Estate shares in Q4 2023, an estimated $381.
  • LGT Financial Advisors first reported a position in Ares Commercial Real Estate in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Ares Commercial Real Estate position peaked at $381 in Q3 2023.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.