Ares Real Estate Inc. TR-EZAREEX

13F holders, Q1 2024 (March 31)
2holders
$7.84avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Ares Real Estate Inc. TR-E (ZAREEX) in their 13F filings. The largest holders were Cozad Asset Management Inc. ($166K) and BIP Wealth, LLC ($89K).

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 2024

InstitutionsTotal Value
New Positions1$166K
Exits0$0

Ownership 2 holders

Cozad Asset Management Inc. 0.02% New 21,185 $166K
BIP Wealth, LLC 0.01% Add +1.3% 11,301 $89K

"% 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.