Ares Real Estate Inc. TR-EZAREEX

13F holders, Q2 2025 (June 30)
3holders
0new positions
0sold out
$7.70avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Ares Real Estate Inc. TR-E (ZAREEX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were BIP Wealth, LLC ($93K), 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 156 shares bought, net +156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

BIP Wealth, LLC 0.01% Add +1.3% 12,068 $93K
Luminist Capital LLC 0.04% No change 5,108 $39K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 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.