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Equibles

Curated Wealth Partners LLC

Position in ACRE — Ares Commercial Real Estate Corp

CIK 1781284 EL SEGUNDO, CA
Back to ACRE Full portfolio

Position in ACRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$90,553
-$6,920 QoQ
Shares Held
20,123
-0.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#78
of 142 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in ACRE Over Time

Shares Held

Position Value (USD)

Derivatives in ACRE

reported options exposure · as of Mar 31, 2024
CallValue
$0
CallShares
0
PutValue
$149,000
PutShares
20,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

Curated Wealth Partners LLC holds $90,553 across 1 REIT - Mortgage name. ACRE ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ACRE
Ares Commercial Real Estate Corp
This page 		20,123 $90,553

All Filings in ACRE

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $90,553 20,123
2026-03-31 $97,473 20,307
2025-12-31 $95,600 20,000
2025-09-30 $90,200 20,000
2025-06-30 $95,400 20,000
2025-03-31 $92,600 20,000
2024-12-31 $117,800 20,000
2024-09-30 $140,000 20,000
2024-06-30 $133,000 20,000
2024-03-31 $149,000 20,000
2023-12-31 $207,200 20,000
2023-09-30 $190,400 20,000
2023-06-30 $203,000 20,000
2023-03-31 $181,800 20,000
2022-12-31 $205,800 20,000
2022-09-30 $209,000 20,000
2022-06-30 $244,600 20,000
2022-03-31 $310,400 20,000
2021-12-31 $290,800 20,000
2021-09-30 $301,600 20,000
2021-06-30 $293,800 20,000
2021-03-31 $274,400 20,000
2020-12-31 $238,200 20,000