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

Spire 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
2022 Q3	–	Sell	-124	Closed	-$1K	–	2171
2022 Q2	$1K	Hold	124	–	–	﹤0.01%	2447
2022 Q1	$2K	Hold	124	–	–	﹤0.01%	2366
2021 Q4	$2K	Hold	124	–	–	﹤0.01%	2752
2021 Q3	$2K	Hold	124	–	–	﹤0.01%	2441
2021 Q2	$2K	Hold	124	–	–	﹤0.01%	2459
2021 Q1	$2K	Buy	+124	New	+$1.65K	﹤0.01%	2815

Other funds holding ACR

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Spire Wealth Management's ACR Position: Q3 2022 in Review

Spire Wealth Management sold out of ACRES Commercial Realty (ACR) in Q3 2022, closing a stake of 124 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in ACR in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 28 funds tracked by Wall St. Rank hold ACR as of Q3 2022.

Spire Wealth Management reported no remaining ACRES Commercial Realty position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 124 ACRES Commercial Realty shares in Q3 2022, an estimated $1K.
Spire Wealth Management first reported a position in ACRES Commercial Realty in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's ACRES Commercial Realty position peaked at $2K in Q1 2022.
28 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.