TWD
ACRE icon

True Wealth Design’s Ares Commercial Real Estate ACRE Stock Holding History

True Wealth Design’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 		$1.35K Buy
352
+45
+15% +$202 ﹤0.01% 1826
2026
Q2 		$1.38K Sell
307
-12
-4% -$59 ﹤0.01% 1860
2026
Q1 		$1.53K Buy
319
+44
+16% +$220 ﹤0.01% 1646
2025
Q4 		$1.31K Sell
275
-1
-0.4% -$5 ﹤0.01% 1605
2025
Q3 		$1.25K Buy
276
+61
+28% +$283 ﹤0.01% 1679
2025
Q2 		$1.03K Buy
215
+138
+179% +$613 ﹤0.01% 1451
2025
Q1 		$357 Buy
+77
New +$408 ﹤0.01% 1696

Other funds holding ACRE

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's ACRE Position: Q3 2026 in Review

True Wealth Design increased its Ares Commercial Real Estate (ACRE) stake by 15% in Q3 2026, buying an estimated $202 and bringing the position to 352 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

True Wealth Design first reported a position in ACRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.53K in Q1 2026. 9 funds tracked by Wall St. Rank hold ACRE as of Q3 2026.

  • True Wealth Design held 352 shares of Ares Commercial Real Estate worth $1.35K as of Q3 2026.
  • True Wealth Design bought 45 Ares Commercial Real Estate shares in Q3 2026, an estimated $202.
  • Ares Commercial Real Estate made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1826 holding.
  • True Wealth Design first reported a position in Ares Commercial Real Estate in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Ares Commercial Real Estate position peaked at $1.53K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.