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Cura Wealth Advisors, LLC

SEC CIK
0002056729
Latest filing
Aug 6, 2026

ACRE holding history

Ares Commercial Real Estate Corp in every 13F filed by Cura Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACRE overviewAll 13F holders of ACREFull Q2 2026 holdings

Shares (Q2 2026)
902,153
Value
$4.06M
% of portfolio
1.7%
Quarters held
7
Since Q4 2024
Holdings of ACRE by Cura Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026902,153$4.06M1.7%−3,448−0.4%ReducedHolders
Q1 2026905,601$4.35M1.9%−1,473−0.2%ReducedHolders
Q4 2025907,074$4.34M1.6%−167,431−15.6%ReducedHolders
Q3 20251,074,505$4.85M1.9%+93,281+9.5%AddedHolders
Q2 2025981,224$4.68M2.2%+17,739+1.8%AddedHolders
Q1 2025963,485$4.46M1.8%+234,258+32.1%AddedHolders
Q4 2024729,227$4.30M1.9%–No prior filingHolders