TWD
ACRE

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

True Wealth Design's ACRE Position: Q2 2026 in Review

True Wealth Design reduced its Ares Commercial Real Estate (ACRE) stake by 3.8% in Q2 2026, selling an estimated $59 and leaving 307 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

True Wealth Design first reported a position in ACRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53K in Q1 2026. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • True Wealth Design held 307 shares of Ares Commercial Real Estate worth $1.38K as of Q2 2026.
  • True Wealth Design sold 12 Ares Commercial Real Estate shares in Q2 2026, an estimated $59.
  • Ares Commercial Real Estate made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1860 holding.
  • True Wealth Design first reported a position in Ares Commercial Real Estate in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Ares Commercial Real Estate position peaked at $1.53K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.