SIC
ACRE

Samalin Investment Counsel’s Ares Commercial Real Estate ACRE Stock Holding History

Samalin Investment Counsel’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
Q1 		$533K Sell
110,942
-8,572
-7% -$43K 0.19% 157
2025
Q4 		$571K Sell
119,514
-21,002
-15% -$102K 0.2% 153
2025
Q3 		$634K Sell
140,516
-2,204
-2% -$10.2K 0.22% 136
2025
Q2 		$681K Buy
142,720
+7,605
+6% +$33.8K 0.26% 116
2025
Q1 		$626K Buy
135,115
+77,026
+133% +$408K 0.25% 119
2024
Q4 		$342K Sell
58,089
-14,136
-20% -$95.2K 0.15% 203
2024
Q3 		$506K Buy
72,225
+10,089
+16% +$72.4K 0.22% 152
2024
Q2 		$413K Buy
62,136
+24,211
+64% +$167K 0.19% 179
2024
Q1 		$283K Sell
37,925
-1,221
-3% -$10.6K 0.13% 226
2023
Q4 		$406K Buy
39,146
+13,627
+53% +$134K 0.2% 168
2023
Q3 		$243K Buy
25,519
+2,859
+13% +$29.4K 0.14% 208
2023
Q2 		$230K Buy
22,660
+8,510
+60% +$77.7K 0.12% 224
2023
Q1 		$129K Buy
+14,150
New +$155K 0.08% 243

Other funds holding ACRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.87B AUM 26.77% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return