Ares Real Estate Inc. TR-EZAREEX

13F holders, Q2 2026 (June 30)
2holders +1
1new positions
0sold out
$8.19avg. 13F price*

At the end of Q2 2026, 2 institutions reported holding Ares Real Estate Inc. TR-E (ZAREEX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($116K) and Luminist Capital LLC ($42K).

Company
Ares Real Estate Inc. TR-E
CUSIP
09186L100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$116K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 14,113 shares bought, net +14,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Wealthspire Advisors, LLC 0.00% New 14,113 $116K
Luminist Capital LLC 0.05% No change 5,108 $42K

"% of holder's portfolio" is ZAREEX's weight in each manager's 13F, not the share of Ares Real Estate Inc. TR-E the manager owns.