CWP
ACRE

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
2024
Q2 		– Sell
-20,000
Closed -$149K – 137
2024
Q1 		$149K Buy
+20,000
New +$174K 0.02% 136

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
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 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

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.