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Equibles

LPL Financial LLC

Position in ACRE — Ares Commercial Real Estate Corp

CIK 1403438 FORT MILL, SC
Back to ACRE Full portfolio

Position in ACRE

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$143,892
-$19,932 QoQ
Shares Held
31,976
-6.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 142 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ACRE Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. ACRE ranks #26 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AGNC
AGNC Investment Corp.
 5,999,787 $65,397,678
2 NLY
Annaly Capital Management Inc
 1,447,269 $32,360,934
3 STWD
Starwood Property Trust, Inc.
 918,372 $15,042,933
4 RITM
Rithm Capital Corp.
 841,617 $7,902,783
5 DX
Dynex Capital Inc
 530,383 $6,953,321
6 MFA
Mfa Financial, Inc.
 402,827 $3,903,393
7 BXMT
Blackstone Mortgage Trust, Inc.
 220,984 $3,745,678
8 ARI
Apollo Commercial Real Estate Finance, Inc.
 287,236 $3,067,680

All Filings in ACRE

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $143,892 31,976
2026-03-31 $163,824 34,130
2025-12-31 $133,601 27,950
2025-09-30 $115,753 25,666
2025-06-30 $67,037 14,054
2025-03-31 $73,204 15,811
2024-12-31 $104,423 17,729
2024-09-30 $114,359 16,337
2024-06-30 $126,915 19,085
2024-03-31 $165,874 22,265
2023-12-31 $849,872 82,034
2023-09-30 $802,326 84,278
2023-06-30 $1,542,069 151,928
2023-03-31 $1,347,637 148,255
2022-12-31 $943,171 91,659
2022-09-30 $302,339 28,932
2022-06-30 $170,767 13,963
2022-03-31 $183,741 11,839
2021-12-31 $154,167 10,603
2020-09-30 $98,346 10,760
2020-06-30 $124,542 13,656
2020-03-31 $94,868 13,572