SWM
ACRE

Selective Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

Selective Wealth Management’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
-3,400
Closed -$36K – 133
2022
Q3 		$36K Hold
3,400
– – 0.02% 336
2022
Q2 		$42K Hold
3,400
– – 0.01% 349
2022
Q1 		$53K Buy
+3,400
New +$50K 0.02% 288

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

Selective Wealth Management's ACRE Position: Q4 2022 in Review

Selective Wealth Management sold out of Ares Commercial Real Estate (ACRE) in Q4 2022, closing a stake of 3,400 shares — an estimated $36K sold.

Selective Wealth Management first reported a position in ACRE in Q1 2022 and held it in 3 quarters. The position peaked at $53K in Q1 2022. 151 funds tracked by Wall St. Rank hold ACRE as of Q4 2022.

  • Selective Wealth Management reported no remaining Ares Commercial Real Estate position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3,400 Ares Commercial Real Estate shares in Q4 2022, an estimated $36K.
  • Selective Wealth Management first reported a position in Ares Commercial Real Estate in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Ares Commercial Real Estate position peaked at $53K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.