PMFA
ACRE

Plante Moran Financial Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-77
Closed -$1K – 936
2021
Q1 		$1K Buy
+77
New +$1.01K ﹤0.01% 946

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Plante Moran Financial Advisors's ACRE Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Ares Commercial Real Estate (ACRE) in Q2 2021, closing a stake of 77 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ACRE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 121 funds tracked by Wall St. Rank hold ACRE as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Ares Commercial Real Estate position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 77 Ares Commercial Real Estate shares in Q2 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Ares Commercial Real Estate in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Ares Commercial Real Estate position peaked at $1K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.