SWM
ACR

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
Q1 		$7.59K Hold
393
– – ﹤0.01% 968
2025
Q4 		$8.39K Buy
+393
New +$8.39K ﹤0.01% 883

Other funds holding ACR

EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SHP Wealth Management's ACR Position: Q1 2026 in Review

SHP Wealth Management held its ACRES Commercial Realty (ACR) position steady in Q1 2026 at 393 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

SHP Wealth Management first reported a position in ACR in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.39K in Q4 2025. 65 funds tracked by Wall St. Rank hold ACR as of Q1 2026.

  • SHP Wealth Management held 393 shares of ACRES Commercial Realty worth $7.59K as of Q1 2026.
  • SHP Wealth Management left its ACRES Commercial Realty share count unchanged in Q1 2026.
  • ACRES Commercial Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #968 holding.
  • SHP Wealth Management first reported a position in ACRES Commercial Realty in Q4 2025 and has held it in 2 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 Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.