MQWP
ACRE

Morey & Quinn Wealth Partners’s Ares Commercial Real Estate ACRE Stock Holding History

Morey & Quinn Wealth Partners’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 		$50.7K Sell
11,266
-1,200
-10% -$5.92K 0.03% 143
2026
Q1 		$59.8K Hold
12,466
– – 0.04% 136
2025
Q4 		$59.6K Sell
12,466
-3,185
-20% -$15.5K 0.04% 131
2025
Q3 		$70.6K Hold
15,651
– – 0.05% 130
2025
Q2 		$74.7K Hold
15,651
– – 0.06% 128
2025
Q1 		$72.5K Hold
15,651
– – 0.06% 124
2024
Q4 		$92.2K Buy
+15,651
New +$105K 0.08% 118

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

Morey & Quinn Wealth Partners's ACRE Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Ares Commercial Real Estate (ACRE) stake by 9.6% in Q2 2026, selling an estimated $5.92K and leaving 11,266 shares worth $50.7K. The position accounts for 0.03% of the portfolio, ranked #143.

Morey & Quinn Wealth Partners first reported a position in ACRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.2K in Q4 2024. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Morey & Quinn Wealth Partners held 11,266 shares of Ares Commercial Real Estate worth $50.7K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 1,200 Ares Commercial Real Estate shares in Q2 2026, an estimated $5.92K.
  • Ares Commercial Real Estate made up 0.03% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Morey & Quinn Wealth Partners first reported a position in Ares Commercial Real Estate in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Ares Commercial Real Estate position peaked at $92.2K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.