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 Q3	$77.5K	Buy	20,171 +48	+0.2%	+$216	0.01%	564
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Ardent Capital Management Cincinnati, Ohio $237M AUM 15.59% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Curated Wealth Partners's ACRE Position: Q3 2026 in Review

Curated Wealth Partners increased its Ares Commercial Real Estate (ACRE) stake by 0.24% in Q3 2026, buying an estimated $216 and bringing the position to 20,171 shares worth $77.5K. The position accounts for 0.01% of the portfolio, ranked #564.

Curated Wealth Partners first reported a position in ACRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $302K in Q3 2021. 48 funds tracked by Wall St. Rank hold ACRE as of Q3 2026.

Curated Wealth Partners held 20,171 shares of Ares Commercial Real Estate worth $77.5K as of Q3 2026.
Curated Wealth Partners bought 48 Ares Commercial Real Estate shares in Q3 2026, an estimated $216.
Ares Commercial Real Estate made up 0.01% of Curated Wealth Partners's portfolio in Q3 2026, its #564 holding.
Curated Wealth Partners first reported a position in Ares Commercial Real Estate in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Ares Commercial Real Estate position peaked at $302K in Q3 2021.
48 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.