WFA
ACRE

West Financial Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

West Financial Advisors’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
2025
Q1 		– Sell
-275
Closed -$1.62K – 203
2024
Q4 		$1.62K Buy
+275
New +$1.85K ﹤0.01% 180

Other funds holding ACRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Financial Advisors's ACRE Position: Q1 2025 in Review

West Financial Advisors sold out of Ares Commercial Real Estate (ACRE) in Q1 2025, closing a stake of 275 shares — an estimated $1.62K sold.

West Financial Advisors first reported a position in ACRE in Q4 2024 and held it in 1 quarter. The position peaked at $1.62K in Q4 2024. 128 funds tracked by Wall St. Rank hold ACRE as of Q1 2025.

  • West Financial Advisors reported no remaining Ares Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
  • West Financial Advisors sold 275 Ares Commercial Real Estate shares in Q1 2025, an estimated $1.62K.
  • West Financial Advisors first reported a position in Ares Commercial Real Estate in Q4 2024 and held it in 1 quarter.
  • West Financial Advisors's Ares Commercial Real Estate position peaked at $1.62K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.