Principal Financial Group
ACRE

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

Principal 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
2022
Q4 		– Sell
-28,254
Closed -$295K – 2439
2022
Q3 		$295K Sell
28,254
-37,186
-57% -$482K ﹤0.01% 2084
2022
Q2 		$801K Sell
65,440
-12,089
-16% -$175K ﹤0.01% 1964
2022
Q1 		$1.2M Sell
77,529
-39,352
-34% -$579K ﹤0.01% 1946
2021
Q4 		$1.7M Sell
116,881
-13,356
-10% -$204K ﹤0.01% 1878
2021
Q3 		$1.96M Sell
130,237
-969
-0.7% -$14.7K ﹤0.01% 1872
2021
Q2 		$1.93M Buy
+131,206
New +$1.97M ﹤0.01% 1922
2020
Q2 		– Sell
-31,356
Closed -$219K – 2318
2020
Q1 		$219K Buy
31,356
+130
+0.4% +$1.84K ﹤0.01% 2045
2019
Q4 		$495K Buy
31,226
+6,025
+24% +$93.4K ﹤0.01% 1951
2019
Q3 		$384K Buy
25,201
+1,680
+7% +$25.6K ﹤0.01% 2003
2019
Q2 		$350K Buy
23,521
+4,538
+24% +$68.6K ﹤0.01% 2032
2019
Q1 		$288K Sell
18,983
-85
-0.4% -$1.24K ﹤0.01% 2043
2018
Q4 		$249K Buy
+19,068
New +$267K ﹤0.01% 2078
2017
Q2 		– Sell
-21,173
Closed -$283K – 2256
2017
Q1 		$283K Hold
21,173
– – ﹤0.01% 2024
2016
Q4 		$291K Buy
+21,173
New +$281K ﹤0.01% 2019

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Principal Financial Group's ACRE Position: Q4 2022 in Review

Principal Financial Group sold out of Ares Commercial Real Estate (ACRE) in Q4 2022, closing a stake of 28,254 shares — an estimated $295K sold.

Principal Financial Group first reported a position in ACRE in Q4 2016 and held it in 14 quarters. The position peaked at $1.96M in Q3 2021. 151 funds tracked by Wall St. Rank hold ACRE as of Q4 2022.

  • Principal Financial Group reported no remaining Ares Commercial Real Estate position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 28,254 Ares Commercial Real Estate shares in Q4 2022, an estimated $295K.
  • Principal Financial Group first reported a position in Ares Commercial Real Estate in Q4 2016 and held it in 14 quarters.
  • Principal Financial Group's Ares Commercial Real Estate position peaked at $1.96M in Q3 2021.
  • 151 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.