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

Triad 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
2024
Q3 		– Sell
-477
Closed -$3.17K – 58
2024
Q2 		$3.17K Buy
+477
New +$3.3K ﹤0.01% 668

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Triad Wealth Partners's ACRE Position: Q3 2024 in Review

Triad Wealth Partners sold out of Ares Commercial Real Estate (ACRE) in Q3 2024, closing a stake of 477 shares — an estimated $3.17K sold.

Triad Wealth Partners first reported a position in ACRE in Q2 2024 and held it in 1 quarter. The position peaked at $3.17K in Q2 2024. 129 funds tracked by Wall St. Rank hold ACRE as of Q3 2024.

  • Triad Wealth Partners reported no remaining Ares Commercial Real Estate position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 477 Ares Commercial Real Estate shares in Q3 2024, an estimated $3.17K.
  • Triad Wealth Partners first reported a position in Ares Commercial Real Estate in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Ares Commercial Real Estate position peaked at $3.17K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.