CURA WEALTH ADVISORS, LLC
Position in ACRE — Ares Commercial Real Estate Corp
CIK 2056729
CHICAGO, IL
Position in ACRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,059,688
-$287,196 QoQ
Shares Held
902,153
-0.4% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#8
of 141 holders
Holding Since
Dec 2024
7 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, 2026CURA WEALTH ADVISORS, LLC holds $10,942,393 across 5 REIT - Mortgage names. ACRE ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACRE |
Ares Commercial Real Estate Corp
This page
|
902,153 | $4,059,688 | |
| 2 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
275,833 | $2,945,896 | |
| 3 | GPMT |
Granite Point Mortgage Trust Inc.
|
1,801,228 | $2,701,842 | |
| 4 | KREF |
KKR Real Estate Finance Trust Inc.
|
100,757 | $689,177 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
32,200 | $545,790 |
All Filings in ACRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,059,688 | 902,153 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,346,884 | 905,601 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,335,813 | 907,074 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,846,017 | 1,074,505 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,680,438 | 981,224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,460,935 | 963,485 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,295,147 | 729,227 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||