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Summit Securities Group’s Ares Commercial Real Estate ACRE Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-3,840
Closed -$17.3K – 992
2025
Q3 		$17.3K Buy
+3,840
New +$17.8K ﹤0.01% 799
2025
Q2 		– Sell
-6,700
Closed -$31K – 1057
2025
Q1 		$31K Hold
6,700
– – ﹤0.01% 407
2024
Q4 		$39.5K Buy
6,700
+3,905
+140% +$26.3K 0.01% 307
2024
Q3 		$20K Buy
+2,795
New +$20.1K 0.01% 334
2024
Q1 		– Sell
-500
Closed -$5K – 419
2023
Q4 		$5K Buy
+500
New +$4.92K ﹤0.01% 554
2023
Q1 		– Sell
-7,449
Closed -$77K – 773
2022
Q4 		$77K Buy
+7,449
New +$85.6K ﹤0.01% 644

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $12.6B AUM 41.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Securities Group's ACRE Position: Q4 2025 in Review

Summit Securities Group sold out of Ares Commercial Real Estate (ACRE) in Q4 2025, closing a stake of 3,840 shares — an estimated $17.3K sold.

Summit Securities Group first reported a position in ACRE in Q4 2022 and held it in 6 quarters. The position peaked at $77K in Q4 2022. 151 funds tracked by Wall St. Rank hold ACRE as of Q4 2025.

  • Summit Securities Group reported no remaining Ares Commercial Real Estate position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,840 Ares Commercial Real Estate shares in Q4 2025, an estimated $17.3K.
  • Summit Securities Group first reported a position in Ares Commercial Real Estate in Q4 2022 and held it in 6 quarters.
  • Summit Securities Group's Ares Commercial Real Estate position peaked at $77K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.