CURA WEALTH ADVISORS, LLC
Position in ACRE — Ares Commercial Real Estate Corp
CIK 2056729
CHICAGO, IL
Position in ACRE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,346,884
+$11,071 QoQ
Shares Held
905,601
-0.2% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ACRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026CURA WEALTH ADVISORS, LLC holds $12,960,123 across 5 REIT - Mortgage names. ACRE ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
437,233 | $4,617,180 | |
| 2 | ACRE |
Ares Commercial Real Estate Corp
This page
|
905,601 | $4,346,884 | |
| 3 | GPMT |
Granite Point Mortgage Trust Inc.
|
1,905,078 | $2,762,363 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
32,300 | $618,545 | |
| 5 | KREF |
KKR Real Estate Finance Trust Inc.
|
100,515 | $615,151 |
All Filings in ACRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||