Sound View Wealth Advisors Group’s ACRES Commercial Realty ACR Stock Holding History

Sound View Wealth Advisors Group’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
2025 Q4	–	Sell	-10,000	Closed	-$212K	–	417
2025 Q3	$212K	Hold	10,000	–	–	0.01%	412
2025 Q2	$179K	Hold	10,000	–	–	0.01%	417
2025 Q1	$217K	Sell	10,000 -1,000	-9%	-$19.6K	0.02%	381
2024 Q4	$178K	Hold	11,000	–	–	0.01%	409
2024 Q3	$172K	Buy	+11,000	New	+$164K	0.01%	402
2023 Q4	–	Sell	-10,000	Closed	-$83K	–	386
2023 Q3	$83K	Buy	+10,000	New	+$86K	0.01%	360
2021 Q1	–	Sell	-3,333	Closed	-$40K	–	268
2020 Q4	$40K	Hold	3,333	–	–	0.01%	255
2020 Q3	$21K	Buy	+3,333	New	+$23.1K	0.01%	247

Other funds holding ACR

EPCM

Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sound View Wealth Advisors Group's ACR Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of ACRES Commercial Realty (ACR) in Q4 2025, closing a stake of 10,000 shares — an estimated $212K sold.

Sound View Wealth Advisors Group first reported a position in ACR in Q3 2020 and held it in 8 quarters. The position peaked at $217K in Q1 2025. 68 funds tracked by Wall St. Rank hold ACR as of Q4 2025.

Sound View Wealth Advisors Group reported no remaining ACRES Commercial Realty position as of Q4 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 10,000 ACRES Commercial Realty shares in Q4 2025, an estimated $212K.
Sound View Wealth Advisors Group first reported a position in ACRES Commercial Realty in Q3 2020 and held it in 8 quarters.
Sound View Wealth Advisors Group's ACRES Commercial Realty position peaked at $217K in Q1 2025.
68 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.