PWPS
ACRE

Pinnacle Wealth Planning Services’s Ares Commercial Real Estate ACRE Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.13K Hold
2,029
– – ﹤0.01% 2103
2026
Q1 		$9.74K Sell
2,029
-336
-14% -$1.68K ﹤0.01% 2013
2025
Q4 		$11.3K Buy
+2,365
New +$11.5K ﹤0.01% 1966
2024
Q4 		– Sell
-20,020
Closed -$140K – 394
2024
Q3 		$140K Hold
20,020
– – 0.02% 488
2024
Q2 		$133K Buy
+20,020
New +$138K 0.02% 457

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

Pinnacle Wealth Planning Services's ACRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Ares Commercial Real Estate (ACRE) position steady in Q2 2026 at 2,029 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Pinnacle Wealth Planning Services first reported a position in ACRE in Q2 2024 and has held it in 5 quarters since. The position peaked at $140K in Q3 2024. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,029 shares of Ares Commercial Real Estate worth $9.13K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Ares Commercial Real Estate share count unchanged in Q2 2026.
  • Ares Commercial Real Estate made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2103 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ares Commercial Real Estate in Q2 2024 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Ares Commercial Real Estate position peaked at $140K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.