Ares Real Estate Inc. TR-EZAREEX
13F holders, Q2 2024 (June 30)2holders
1new positions
1sold out
$7.66avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Ares Real Estate Inc. TR-E (ZAREEX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were First National Bank of Omaha ($139K) and BIP Wealth, LLC ($87K).
- Company
- Ares Real Estate Inc. TR-E
- CUSIP
- 09186L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $139K |
| Exits | 1 | $166K |
All 13F filers, Q1 2024 → Q2 2024: 18,195 shares bought and 21,185 shares sold, net −2,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First National Bank of Omaha | 0.01% | New | 18,048 | $139K |
| BIP Wealth, LLC | 0.01% | Add +1.3% | 11,448 | $87K |
"% 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.