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Private Wealth Management Group’s ACRES Commercial Realty ACR Stock Holding History

Private Wealth Management Group’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-64
Closed -$1.14K – 1505
2026
Q2 		$1.14K Hold
64
– – ﹤0.01% 1279
2026
Q1 		$1.24K Buy
64
+10
+19% +$192 ﹤0.01% 1202
2025
Q4 		$1.15K Buy
+54
New +$1.15K ﹤0.01% 1231

Other funds holding ACR

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Wealth Management Group's ACR Position: Q3 2026 in Review

Private Wealth Management Group sold out of ACRES Commercial Realty (ACR) in Q3 2026, closing a stake of 64 shares — an estimated $1.14K sold.

Private Wealth Management Group first reported a position in ACR in Q4 2025 and held it in 3 quarters. The position peaked at $1.24K in Q1 2026. 10 funds tracked by Wall St. Rank hold ACR as of Q3 2026.

  • Private Wealth Management Group reported no remaining ACRES Commercial Realty position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 64 ACRES Commercial Realty shares in Q3 2026, an estimated $1.14K.
  • Private Wealth Management Group first reported a position in ACRES Commercial Realty in Q4 2025 and held it in 3 quarters.
  • Private Wealth Management Group's ACRES Commercial Realty position peaked at $1.24K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.