Stifel Financial
ACRE

Stifel Financial’s Ares Commercial Real Estate ACRE Stock Holding History

Stifel Financial’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
2026
Q2 		$76.1K Buy
16,906
+109
+0.6% +$538 ﹤0.01% 3641
2026
Q1 		$80.6K Buy
16,797
+3,597
+27% +$18K ﹤0.01% 3552
2025
Q4 		$63.1K Buy
13,200
+1,291
+11% +$6.28K ﹤0.01% 3516
2025
Q3 		$53.7K Sell
11,909
-407
-3% -$1.89K ﹤0.01% 3488
2025
Q2 		$58.7K Sell
12,316
-781
-6% -$3.47K ﹤0.01% 3408
2025
Q1 		$60.6K Sell
13,097
-2,565
-16% -$13.6K ﹤0.01% 3336
2024
Q4 		$92.3K Buy
15,662
+1,177
+8% +$7.93K ﹤0.01% 3252
2024
Q3 		$101K Buy
14,485
+330
+2% +$2.37K ﹤0.01% 3238
2024
Q2 		$94.1K Sell
14,155
-2,266
-14% -$15.7K ﹤0.01% 3222
2024
Q1 		$122K Buy
16,421
+5,015
+44% +$43.6K ﹤0.01% 3170
2023
Q4 		$118K Buy
+11,406
New +$112K ﹤0.01% 3141
2023
Q2 		– Sell
-13,507
Closed -$123K – 3317
2023
Q1 		$123K Sell
13,507
-649
-5% -$7.1K ﹤0.01% 3145
2022
Q4 		$146K Buy
14,156
+1,762
+14% +$20.2K ﹤0.01% 3065
2022
Q3 		$130K Sell
12,394
-1,353
-10% -$17.5K ﹤0.01% 3060
2022
Q2 		$168K Buy
13,747
+52
+0.4% +$755 ﹤0.01% 3057
2022
Q1 		$213K Buy
13,695
+1,172
+9% +$17.2K ﹤0.01% 3084
2021
Q4 		$182K Buy
12,523
+1,610
+15% +$24.6K ﹤0.01% 3176
2021
Q3 		$165K Sell
10,913
-363
-3% -$5.51K ﹤0.01% 3168
2021
Q2 		$166K Buy
+11,276
New +$169K ﹤0.01% 3169
2014
Q4 		– Sell
-25,000
Closed -$292K – 2318
2014
Q3 		$292K Buy
25,000
+15,000
+150% +$186K ﹤0.01% 1811
2014
Q2 		$124K Buy
+10,000
New +$127K ﹤0.01% 2076

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Stifel Financial's ACRE Position: Q2 2026 in Review

Stifel Financial increased its Ares Commercial Real Estate (ACRE) stake by 0.65% in Q2 2026, buying an estimated $538 and bringing the position to 16,906 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3641.

Stifel Financial first reported a position in ACRE in Q2 2014 and has held it in 21 quarters since. The position peaked at $292K in Q3 2014. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Stifel Financial held 16,906 shares of Ares Commercial Real Estate worth $76.1K as of Q2 2026.
  • Stifel Financial bought 109 Ares Commercial Real Estate shares in Q2 2026, an estimated $538.
  • Ares Commercial Real Estate made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3641 holding.
  • Stifel Financial first reported a position in Ares Commercial Real Estate in Q2 2014 and has held it in 21 quarters since.
  • Stifel Financial's Ares Commercial Real Estate position peaked at $292K in Q3 2014.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.