RIL
ACRE

Rothschild Investment LLC’s Ares Commercial Real Estate ACRE Stock Holding History

Rothschild Investment LLC’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 		$990 Buy
220
+58
+36% +$286 ﹤0.01% 3046
2026
Q1 		$778 Buy
162
+36
+29% +$180 ﹤0.01% 2974
2025
Q4 		$602 Buy
126
+6
+5% +$29 ﹤0.01% 2875
2025
Q3 		$541 Sell
120
-340
-74% -$1.58K ﹤0.01% 2808
2025
Q2 		$2.19K Buy
460
+215
+88% +$954 ﹤0.01% 2013
2025
Q1 		$1.13K Buy
245
+200
+444% +$1.06K ﹤0.01% 2272
2024
Q4 		$265 Sell
45
-125
-74% -$842 ﹤0.01% 2727
2024
Q3 		$1.19K Buy
170
+100
+143% +$718 ﹤0.01% 2039
2024
Q2 		$466 Buy
70
+55
+367% +$380 ﹤0.01% 2065
2024
Q1 		$112 Buy
+15
New +$131 ﹤0.01% 2155

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

Rothschild Investment LLC's ACRE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ares Commercial Real Estate (ACRE) stake by 36% in Q2 2026, buying an estimated $286 and bringing the position to 220 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

Rothschild Investment LLC first reported a position in ACRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.19K in Q2 2025. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Rothschild Investment LLC held 220 shares of Ares Commercial Real Estate worth $990 as of Q2 2026.
  • Rothschild Investment LLC bought 58 Ares Commercial Real Estate shares in Q2 2026, an estimated $286.
  • Ares Commercial Real Estate made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3046 holding.
  • Rothschild Investment LLC first reported a position in Ares Commercial Real Estate in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Ares Commercial Real Estate position peaked at $2.19K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.