SWP
ACRE

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

Strategic Wealth Partners’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.3K Buy
+7,600
New +$36.3K ﹤0.01% 547
2024
Q4 		$107K Buy
21,000
+1,000
+5% +$5.08K 0.01% 313
2024
Q3 		$140K Buy
20,000
+2,000
+11% +$14K 0.01% 291
2024
Q2 		$120K Hold
18,000
– – 0.01% 283
2024
Q1 		$134K Buy
+18,000
New +$134K 0.01% 274