MWA
ACR

Medallion Wealth Advisors’s ACRES Commercial Realty ACR Stock Holding History

Medallion Wealth Advisors’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$256 – 1122
2025
Q4 		$256 Hold
12
– – ﹤0.01% 1090
2025
Q3 		$254 Hold
12
– – ﹤0.01% 1076
2025
Q2 		$216 Hold
12
– – ﹤0.01% 1066
2025
Q1 		$255 Hold
12
– – ﹤0.01% 1040
2024
Q4 		$194 Buy
+12
New +$194 ﹤0.01% 986

Other funds holding ACR

EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Medallion Wealth Advisors's ACR Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of ACRES Commercial Realty (ACR) in Q1 2026, closing a stake of 12 shares — an estimated $256 sold.

Medallion Wealth Advisors first reported a position in ACR in Q4 2024 and held it in 5 quarters. The position peaked at $256 in Q4 2025. 65 funds tracked by Wall St. Rank hold ACR as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining ACRES Commercial Realty position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 12 ACRES Commercial Realty shares in Q1 2026, an estimated $256.
  • Medallion Wealth Advisors first reported a position in ACRES Commercial Realty in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's ACRES Commercial Realty position peaked at $256 in Q4 2025.
  • 65 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.