CURA WEALTH ADVISORS, LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 2056729
CHICAGO, IL
Position in ARI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,617,180
-$3,351,715 QoQ
Shares Held
437,233
-46.9% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
2.46%
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 ARI 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. ARI ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
437,233 | $4,617,180 | |
| 2 | ACRE |
Ares Commercial Real Estate Corp
|
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 ARI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,617,180 | 437,233 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,968,895 | 823,233 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,424,948 | 831,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,279,304 | 855,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,108,661 | 847,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,967,606 | 689,100 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||