CWA
ACRE

Cura Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

Cura Wealth Advisors’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.06M Sell
902,153
-3,448
-0.4% -$17K 1.73% 7
2026
Q1 		$4.35M Sell
905,601
-1,473
-0.2% -$7.38K 1.95% 8
2025
Q4 		$4.34M Sell
907,074
-167,431
-16% -$814K 1.64% 10
2025
Q3 		$4.85M Buy
1,074,505
+93,281
+10% +$433K 1.85% 8
2025
Q2 		$4.68M Buy
981,224
+17,739
+2% +$78.8K 1.87% 6
2025
Q1 		$4.46M Buy
963,485
+234,258
+32% +$1.24M 1.81% 8
2024
Q4 		$4.3M Buy
+729,227
New +$4.91M 1.9% 8

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cura Wealth Advisors's ACRE Position: Q2 2026 in Review

Cura Wealth Advisors reduced its Ares Commercial Real Estate (ACRE) stake by 0.38% in Q2 2026, selling an estimated $17K and leaving 902,153 shares worth $4.06M. The position accounts for 1.73% of the portfolio, ranked #7.

Cura Wealth Advisors first reported a position in ACRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.85M in Q3 2025. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Cura Wealth Advisors held 902,153 shares of Ares Commercial Real Estate worth $4.06M as of Q2 2026.
  • Cura Wealth Advisors sold 3,448 Ares Commercial Real Estate shares in Q2 2026, an estimated $17K.
  • Ares Commercial Real Estate made up 1.73% of Cura Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Cura Wealth Advisors first reported a position in Ares Commercial Real Estate in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's Ares Commercial Real Estate position peaked at $4.85M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.