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
Q2 		– Sell
-23,409
Closed -$116K – 2123
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Lido Advisors's ACRE Position: Q2 2026 in Review

Lido Advisors sold out of Ares Commercial Real Estate (ACRE) in Q2 2026, closing a stake of 23,409 shares — an estimated $116K sold.

Lido Advisors first reported a position in ACRE in Q4 2023 and held it in 10 quarters. The position peaked at $1.39M in Q4 2023. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Lido Advisors reported no remaining Ares Commercial Real Estate position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 23,409 Ares Commercial Real Estate shares in Q2 2026, an estimated $116K.
  • Lido Advisors first reported a position in Ares Commercial Real Estate in Q4 2023 and held it in 10 quarters.
  • Lido Advisors's Ares Commercial Real Estate position peaked at $1.39M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.