Morey & Quinn Wealth Partners, LLC
Position in ACRE — Ares Commercial Real Estate Corp
CIK 2055521
OMAHA, NE
Position in ACRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$50,697
-$9,139 QoQ
Shares Held
11,266
-9.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#95
of 141 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Morey & Quinn Wealth Partners, LLC holds $1,016,513 across 4 REIT - Mortgage names. ACRE ranks #4 (5.0% of the industry book) .
All Filings in ACRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,697 | 11,266 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $59,836 | 12,466 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $59,587 | 12,466 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $70,586 | 15,651 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $74,655 | 15,651 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $72,464 | 15,651 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $92,184 | 15,651 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||