Ares Real Estate Inc. TR-EZAREEX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$7.63avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Ares Real Estate Inc. TR-E (ZAREEX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were BIP Wealth, LLC ($91K), Luminist Capital LLC ($39K) and Thurston, Springer, Miller, Herd & Titak, Inc. ($26K).
- Company
- Ares Real Estate Inc. TR-E
- CUSIP
- 09186L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $26K |
| Exits | 1 | $139K |
All 13F filers, Q4 2024 → Q1 2025: 3,556 shares bought and 18,048 shares sold, net −14,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| BIP Wealth, LLC | 0.01% | Add +1.3% | 11,912 | $91K |
| Luminist Capital LLC | 0.04% | No change | 5,108 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 3,400 | $26K |
"% 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.