Ares Real Estate Inc. TR-EZAREEX
13F holders, Q4 2024 (December 31)3holders +1
0new positions
0sold out
$7.62avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Ares Real Estate Inc. TR-E (ZAREEX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were First National Bank of Omaha ($139K), BIP Wealth, LLC ($89K) and Luminist Capital LLC ($39K).
- Company
- Ares Real Estate Inc. TR-E
- CUSIP
- 09186L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 156 shares bought, net +156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| First National Bank of Omaha | 0.01% | No change | 18,048 | $139K |
| BIP Wealth, LLC | 0.01% | Add +1.3% | 11,756 | $89K |
| Luminist Capital LLC | 0.07% | — | 5,108 | $39K |
"% 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.