NW
ACRE

Naviter Wealth’s Ares Commercial Real Estate ACRE Stock Holding History

Naviter Wealth’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,860
Closed -$127K – 219
2023
Q3 		$127K Buy
+12,860
New +$127K 0.03% 205