Curated Wealth Partners LLC
Holdings in ACRE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $95,600 | 20,000 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $90,200 | 20,000 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $95,400 | 20,000 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $92,600 | 20,000 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $117,800 | 20,000 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $140,000 | 20,000 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $133,000 | 20,000 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $149,000 | 20,000 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $207,200 | 20,000 | Shares | Sole | 2024-01-09 |
| 2023-09-30 | $190,400 | 20,000 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $203,000 | 20,000 | Shares | Sole | 2023-07-11 |
| 2023-03-31 | $181,800 | 20,000 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $205,800 | 20,000 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $209,000 | 20,000 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $244,600 | 20,000 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $310,400 | 20,000 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $290,800 | 20,000 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $301,600 | 20,000 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $293,800 | 20,000 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $274,400 | 20,000 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $238,200 | 20,000 | Shares | Sole | 2021-02-16 |