Lido Advisors
ACRE

Lido Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

Lido 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
2026
Q1 		$116K Sell
23,409
-289
-1% -$1.45K ﹤0.01% 1842
2025
Q4 		$110K Buy
23,698
+200
+0.9% +$972 ﹤0.01% 1842
2025
Q3 		$110K Buy
23,498
+89
+0.4% +$413 ﹤0.01% 1752
2025
Q2 		$115K Hold
23,409
– – ﹤0.01% 1576
2025
Q1 		$112K Hold
23,409
– – ﹤0.01% 1438
2024
Q4 		$144K Hold
23,409
– – ﹤0.01% 1414
2024
Q3 		$164K Sell
23,409
-255
-1% -$1.83K ﹤0.01% 1366
2024
Q2 		$163K Buy
23,664
+255
+1% +$1.76K ﹤0.01% 1308
2024
Q1 		$180K Sell
23,409
-106,504
-82% -$927K ﹤0.01% 1276
2023
Q4 		$1.39M Buy
+129,913
New +$1.28M 0.01% 509

Other funds holding ACRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.67B AUM 26.77% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AGM
Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return