NFG
ACRE

Next Financial Group’s Ares Commercial Real Estate ACRE Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-132
Closed -$2K – 2847
2021
Q3 		$2K Buy
+132
New +$2K ﹤0.01% 2439
2020
Q1 		– Sell
-1,000
Closed -$16K – 2100
2019
Q4 		$16K Buy
+1,000
New +$15.5K ﹤0.01% 1600

Other funds holding ACRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's ACRE Position: Q4 2021 in Review

Next Financial Group sold out of Ares Commercial Real Estate (ACRE) in Q4 2021, closing a stake of 132 shares — an estimated $2K sold.

Next Financial Group first reported a position in ACRE in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 127 funds tracked by Wall St. Rank hold ACRE as of Q4 2021.

  • Next Financial Group reported no remaining Ares Commercial Real Estate position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 132 Ares Commercial Real Estate shares in Q4 2021, an estimated $2K.
  • Next Financial Group first reported a position in Ares Commercial Real Estate in Q4 2019 and held it in 2 quarters.
  • Next Financial Group's Ares Commercial Real Estate position peaked at $16K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.