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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.5K	Sell	7,000 -600	-8%	-$2.96K	﹤0.01%	639
2026 Q1	$36.5K	Hold	7,600	–	–	﹤0.01%	572
2025 Q4	$36.3K	Hold	7,600	–	–	﹤0.01%	575
2025 Q3	$34.3K	Hold	7,600	–	–	﹤0.01%	628
2025 Q2	$36.3K	Buy	+7,600	New	+$33.7K	﹤0.01%	550
2024 Q4	$107K	Buy	21,000 +1,000	+5%	+$6.74K	0.01%	314
2024 Q3	$140K	Buy	20,000 +2,000	+11%	+$14.4K	0.01%	291
2024 Q2	$120K	Hold	18,000	–	–	0.01%	283
2024 Q1	$134K	Buy	+18,000	New	+$157K	0.01%	274

Other funds holding ACRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Strategic Wealth Partners's ACRE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Ares Commercial Real Estate (ACRE) stake by 7.9% in Q2 2026, selling an estimated $2.96K and leaving 7,000 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Strategic Wealth Partners first reported a position in ACRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $140K in Q3 2024. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

Strategic Wealth Partners held 7,000 shares of Ares Commercial Real Estate worth $31.5K as of Q2 2026.
Strategic Wealth Partners sold 600 Ares Commercial Real Estate shares in Q2 2026, an estimated $2.96K.
Ares Commercial Real Estate made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #639 holding.
Strategic Wealth Partners first reported a position in Ares Commercial Real Estate in Q1 2024 and has held it in 9 quarters since.
Strategic Wealth Partners's Ares Commercial Real Estate position peaked at $140K in Q3 2024.
142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.