SHP Wealth Management
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SHP Wealth Management’s ACRES Commercial Realty ACR Stock Holding History

SHP Wealth Management’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
Q2 		$6.97K Sell
392
-1
-0.3% -$20 ﹤0.01% 1076
2026
Q1 		$7.59K Hold
393
– – ﹤0.01% 968
2025
Q4 		$8.39K Buy
+393
New +$8.39K ﹤0.01% 883

Other funds holding ACR

Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Punch & Associates Investment Management
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SHP Wealth Management's ACR Position: Q2 2026 in Review

SHP Wealth Management reduced its ACRES Commercial Realty (ACR) stake by 0.25% in Q2 2026, selling an estimated $20 and leaving 392 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

SHP Wealth Management first reported a position in ACR in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.39K in Q4 2025. 65 funds tracked by Wall St. Rank hold ACR as of Q2 2026.

  • SHP Wealth Management held 392 shares of ACRES Commercial Realty worth $6.97K as of Q2 2026.
  • SHP Wealth Management sold 1 ACRES Commercial Realty share in Q2 2026, an estimated $20.
  • ACRES Commercial Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1076 holding.
  • SHP Wealth Management first reported a position in ACRES Commercial Realty in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's ACRES Commercial Realty position peaked at $8.39K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.