Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Ares Commercial Real Estate ACRE Stock Holding History

Wealth Enhancement Advisory Services’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 		$54.8K Buy
14,962
+1,232
+9% +$5.54K ﹤0.01% 4032
2026
Q2 		$60.8K Buy
+13,730
New +$67.7K ﹤0.01% 3893

Other funds holding ACRE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Delphi Financial Group
Delphi Financial Group Wilmington, Delaware $197M AUM 5.97% 1-Year Est. Return
Ardent Capital Management
Ardent Capital Management Cincinnati, Ohio $237M AUM 15.59% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACRE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Ares Commercial Real Estate (ACRE) stake by 9% in Q3 2026, buying an estimated $5.54K and bringing the position to 14,962 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4032.

Wealth Enhancement Advisory Services first reported a position in ACRE in Q2 2026 and has held it in 2 quarters since. The position peaked at $60.8K in Q2 2026. 79 funds tracked by Wall St. Rank hold ACRE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,962 shares of Ares Commercial Real Estate worth $54.8K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,232 Ares Commercial Real Estate shares in Q3 2026, an estimated $5.54K.
  • Ares Commercial Real Estate made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4032 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ares Commercial Real Estate in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Ares Commercial Real Estate position peaked at $60.8K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.