Curated Wealth Partners’s Ares Commercial Real Estate ACRE Stock Holding History

Curated Wealth Partners’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	$90.6K	Sell	20,123 -184	-0.9%	-$908	0.01%	238
2026 Q1	$97.5K	Buy	20,307 +307	+2%	+$1.54K	0.01%	225
2025 Q4	$95.6K	Hold	20,000	–	–	0.01%	206
2025 Q3	$90.2K	Hold	20,000	–	–	0.01%	156
2025 Q2	$95.4K	Hold	20,000	–	–	0.01%	158
2025 Q1	$92.6K	Hold	20,000	–	–	0.01%	148
2024 Q4	$118K	Hold	20,000	–	–	0.01%	142
2024 Q3	$140K	Hold	20,000	–	–	0.02%	131
2024 Q2	$133K	Buy	+20,000	New	+$138K	0.02%	131
2024 Q1	–	Sell	-20,000	Closed	-$174K	–	143
2023 Q4	$207K	Hold	20,000	–	–	0.03%	136
2023 Q3	$190K	Hold	20,000	–	–	0.03%	130
2023 Q2	$203K	Hold	20,000	–	–	0.04%	132
2023 Q1	$182K	Hold	20,000	–	–	0.04%	128
2022 Q4	$206K	Hold	20,000	–	–	0.05%	122
2022 Q3	$209K	Hold	20,000	–	–	0.06%	118
2022 Q2	$244K	Hold	20,000	–	–	0.07%	113
2022 Q1	$291K	Hold	20,000	–	–	0.1%	114
2021 Q4	$291K	Hold	20,000	–	–	0.09%	118
2021 Q3	$302K	Hold	20,000	–	–	0.17%	109
2021 Q2	$294K	Hold	20,000	–	–	0.16%	111
2021 Q1	$274K	Hold	20,000	–	–	0.17%	114
2020 Q4	$238K	Buy	+20,000	New	+$214K	0.15%	123

Other funds holding ACRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Curated Wealth Partners's ACRE Position: Q2 2026 in Review

Curated Wealth Partners reduced its Ares Commercial Real Estate (ACRE) stake by 0.91% in Q2 2026, selling an estimated $908 and leaving 20,123 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #238.

Curated Wealth Partners first reported a position in ACRE in Q4 2020 and has held it in 22 quarters since. The position peaked at $302K in Q3 2021. 141 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

Curated Wealth Partners held 20,123 shares of Ares Commercial Real Estate worth $90.6K as of Q2 2026.
Curated Wealth Partners sold 184 Ares Commercial Real Estate shares in Q2 2026, an estimated $908.
Ares Commercial Real Estate made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #238 holding.
Curated Wealth Partners first reported a position in Ares Commercial Real Estate in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's Ares Commercial Real Estate position peaked at $302K in Q3 2021.
141 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.