LC
ACRE

Lindbrook Capital’s Ares Commercial Real Estate ACRE Stock Holding History

Lindbrook Capital’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
2024
Q4 		– Sell
-391
Closed -$2.74K – 2776
2024
Q3 		$2.74K Sell
391
-95
-20% -$682 ﹤0.01% 2249
2024
Q2 		$3.23K Buy
486
+301
+163% +$2.08K ﹤0.01% 2189
2024
Q1 		$1.38K Sell
185
-1,393
-88% -$12.1K ﹤0.01% 2356
2023
Q4 		$16.3K Buy
1,578
+1,467
+1,322% +$14.4K ﹤0.01% 1305
2023
Q3 		$1.06K Sell
111
-66
-37% -$679 ﹤0.01% 2343
2023
Q2 		$1.8K Buy
+177
New +$1.62K ﹤0.01% 2185
2021
Q3 		– Sell
-53
Closed -$1K – 1839
2021
Q2 		$1K Buy
+53
New +$794 ﹤0.01% 1690

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lindbrook Capital's ACRE Position: Q4 2024 in Review

Lindbrook Capital sold out of Ares Commercial Real Estate (ACRE) in Q4 2024, closing a stake of 391 shares — an estimated $2.74K sold.

Lindbrook Capital first reported a position in ACRE in Q2 2021 and held it in 7 quarters. The position peaked at $16.3K in Q4 2023. 132 funds tracked by Wall St. Rank hold ACRE as of Q4 2024.

  • Lindbrook Capital reported no remaining Ares Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 391 Ares Commercial Real Estate shares in Q4 2024, an estimated $2.74K.
  • Lindbrook Capital first reported a position in Ares Commercial Real Estate in Q2 2021 and held it in 7 quarters.
  • Lindbrook Capital's Ares Commercial Real Estate position peaked at $16.3K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.