Position in ACRE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$148,608
+$25,123 QoQ
Shares Held
30,962
+19.8% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ACRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026AE Wealth Management LLC holds $3,214,603 across 7 REIT - Mortgage names. ACRE ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
112,824 | $2,386,203 | |
| 2 | AGNC |
AGNC Investment Corp.
|
20,076 | $201,360 | |
| 3 | ACRE |
Ares Commercial Real Estate Corp
This page
|
30,962 | $148,608 | |
| 4 | SEVN |
Seven Hills Realty Trust
|
17,432 | $143,279 | |
| 5 | TWO |
Two Harbors Investment Corp.
|
11,719 | $133,828 | |
| 6 | RITM |
Rithm Capital Corp.
|
12,010 | $113,854 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,303 | $87,471 |
All Filings in ACRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,608 | 30,962 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $123,485 | 25,836 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $108,179 | 23,989 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||