Strategic Wealth Partners, Ltd.
Position in ACRE — Ares Commercial Real Estate Corp
CIK 1720777
INDEPENDENCE, OH
Position in ACRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,500
-$4,980 QoQ
Shares Held
7,000
-7.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 141 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $157,066 across 7 REIT - Mortgage names. ACRE ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,883 | $42,103 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,950 | $33,052 | |
| 3 | ACRE |
Ares Commercial Real Estate Corp
This page
|
7,000 | $31,500 | |
| 4 | AGNC |
AGNC Investment Corp.
|
2,030 | $22,127 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
3,655 | $19,919 | |
| 6 | RITM |
Rithm Capital Corp.
|
573 | $5,380 | |
| 7 | LADR |
Ladder Capital Corp
|
300 | $2,985 |
All Filings in ACRE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,500 | 7,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,480 | 7,600 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $36,328 | 7,600 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $34,276 | 7,600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,252 | 7,600 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $123,690 | 21,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $140,000 | 20,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $119,700 | 18,000 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $134,100 | 18,000 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||