SWM
ACRE

Spire Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-47,316
Closed -$688K – 2505
2021
Q4 		$688K Buy
+47,316
New +$722K 0.02% 595
2021
Q2 		– Sell
-33,685
Closed -$469K – 2565
2021
Q1 		$469K Buy
+33,685
New +$440K 0.01% 691

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
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Spire Wealth Management's ACRE Position: Q1 2022 in Review

Spire Wealth Management sold out of Ares Commercial Real Estate (ACRE) in Q1 2022, closing a stake of 47,316 shares — an estimated $688K sold.

Spire Wealth Management first reported a position in ACRE in Q1 2021 and held it in 2 quarters. The position peaked at $688K in Q4 2021. 136 funds tracked by Wall St. Rank hold ACRE as of Q1 2022.

  • Spire Wealth Management reported no remaining Ares Commercial Real Estate position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 47,316 Ares Commercial Real Estate shares in Q1 2022, an estimated $688K.
  • Spire Wealth Management first reported a position in Ares Commercial Real Estate in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Ares Commercial Real Estate position peaked at $688K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.