SWP
ACRE

Significant Wealth Partners’s Ares Commercial Real Estate ACRE Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-42,379
Closed -$439K – 150
2023
Q4 		$439K Buy
+42,379
New +$417K 0.32% 90

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Significant Wealth Partners's ACRE Position: Q1 2024 in Review

Significant Wealth Partners sold out of Ares Commercial Real Estate (ACRE) in Q1 2024, closing a stake of 42,379 shares — an estimated $439K sold.

Significant Wealth Partners first reported a position in ACRE in Q4 2023 and held it in 1 quarter. The position peaked at $439K in Q4 2023. 154 funds tracked by Wall St. Rank hold ACRE as of Q1 2024.

  • Significant Wealth Partners reported no remaining Ares Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 42,379 Ares Commercial Real Estate shares in Q1 2024, an estimated $439K.
  • Significant Wealth Partners first reported a position in Ares Commercial Real Estate in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Ares Commercial Real Estate position peaked at $439K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.