Triumph Capital Management’s Ares Commercial Real Estate ACRE Stock Holding History

Triumph Capital Management’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 Q3	$22.6K	Buy	5,898 +650	+12%	+$2.92K	﹤0.01%	934
2026 Q2	$23.6K	Sell	5,248 -900	-15%	-$4.44K	﹤0.01%	884
2026 Q1	$30.4K	Hold	6,148	–	–	0.01%	762
2025 Q4	$29.4K	Buy	+6,148	New	+$29.9K	0.01%	759
2024 Q3	–	Sell	-28,094	Closed	-$194K	–	266
2024 Q2	$194K	Buy	28,094 +7,916	+39%	+$54.8K	0.08%	232
2024 Q1	$146K	Buy	20,178 +2,626	+15%	+$22.8K	0.06%	217
2023 Q4	$188K	Sell	17,552 -10,666	-38%	-$105K	0.08%	205
2023 Q3	$278K	Sell	28,218 -109	-0.4%	-$1.12K	0.13%	165
2023 Q2	$297K	Buy	+28,327	New	+$259K	0.13%	151
2023 Q1	–	Sell	-33,139	Closed	-$341K	–	191
2022 Q4	$341K	Buy	+33,139	New	+$381K	0.18%	127

Other funds holding ACRE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Delphi Financial Group Wilmington, Delaware $197M AUM 5.97% 1-Year Est. Return

Ardent Capital Management Cincinnati, Ohio $237M AUM 15.59% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triumph Capital Management's ACRE Position: Q3 2026 in Review

Triumph Capital Management increased its Ares Commercial Real Estate (ACRE) stake by 12% in Q3 2026, buying an estimated $2.92K and bringing the position to 5,898 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Triumph Capital Management first reported a position in ACRE in Q4 2022 and has held it in 10 quarters since. The position peaked at $341K in Q4 2022. 79 funds tracked by Wall St. Rank hold ACRE as of Q3 2026.

Triumph Capital Management held 5,898 shares of Ares Commercial Real Estate worth $22.6K as of Q3 2026.
Triumph Capital Management bought 650 Ares Commercial Real Estate shares in Q3 2026, an estimated $2.92K.
Ares Commercial Real Estate made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #934 holding.
Triumph Capital Management first reported a position in Ares Commercial Real Estate in Q4 2022 and has held it in 10 quarters since.
Triumph Capital Management's Ares Commercial Real Estate position peaked at $341K in Q4 2022.
79 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.