MassMutual Private Wealth & Trust, FSB ACRE — Ares Commercial Real Estate Corp

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  8 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Ares Commercial Real Estate Corp (ACRE) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows ACRE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Ares Commercial Real Estate Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACRE stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held ACRE — position size vs. price
% of Fund (quarterly)    ACRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 615 — 0% 0.00% $3K 2026-04-13 $5.09
2025 Q4 UNCHANGED — — — 615 — 0% 0.00% $3K 2026-01-07 $4.56
2025 Q3 UNCHANGED — — — 615 — 0% 0.00% $3K 2025-10-22 $4.42
2025 Q2 UNCHANGED — — — 615 — 0% 0.00% $3K 2025-07-09 $4.38
2025 Q1 REDUCED 33.9% +6.4% ❌ 615 -315 -33.9% 0.00% $3K 2025-04-01 $4.01
2024 Q4 ADDED — — — 930 +615 +195.2% 0.00% $5K 2025-01-16 $4.96
2024 Q3 REDUCED 20.3% -13.8% ✅ 315 -80 -20.3% 0.00% $2K 2024-10-02 $5.49
2024 Q2 INITIATED — — — 395 — — 0.00% $3K 2024-07-02 $5.30

🏢 Other funds also holding ACRE

As of 2026 Q1 — sorted by position size

Samalin Investment Counsel, LLC 3Y 0.19% Canton Hathaway, LLC 3Y 7Y 0.09% Morey & Quinn Wealth Partners, LLC 0.04% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.03% Curated Wealth Partners LLC 3Y 0.01% Estate Planners Group, LLC 0.01% Joel Isaacson & Co., LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and ACRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning ACRE?

MassMutual Private Wealth & Trust, FSB reported ACRE across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ACRE position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for ACRE was 0.00% in 2024 Q4.

What is the latest reported ACRE position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 615 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this ACRE ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly ACRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their ACRE position?

Based on 13F filing dates vs. subsequent ACRE price moves, MassMutual Private Wealth & Trust, FSB correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ACRE relative to SPY over the holding period was -14.4%.

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