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
Q2 		$369K Sell
82,021
-28,921
-26% -$143K 0.12% 218
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 $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

Samalin Investment Counsel's ACRE Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Ares Commercial Real Estate (ACRE) stake by 26% in Q2 2026, selling an estimated $143K and leaving 82,021 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #218.

Samalin Investment Counsel first reported a position in ACRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $681K in Q2 2025. 141 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Samalin Investment Counsel held 82,021 shares of Ares Commercial Real Estate worth $369K as of Q2 2026.
  • Samalin Investment Counsel sold 28,921 Ares Commercial Real Estate shares in Q2 2026, an estimated $143K.
  • Ares Commercial Real Estate made up 0.12% of Samalin Investment Counsel's portfolio in Q2 2026, its #218 holding.
  • Samalin Investment Counsel first reported a position in Ares Commercial Real Estate in Q1 2023 and has held it in 14 quarters since.
  • Samalin Investment Counsel's Ares Commercial Real Estate position peaked at $681K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.