Ares Real Estate Inc. TR-EZAREEX
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$7.99avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Ares Real Estate Inc. TR-E (ZAREEX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were BIP Wealth, LLC ($99K) and Luminist Capital LLC ($41K).
- Company
- Ares Real Estate Inc. TR-E
- CUSIP
- 09186L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $99K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 12,390 shares bought, net +12,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| BIP Wealth, LLC | 0.00% | New | 12,390 | $99K |
| Luminist Capital LLC | 0.05% | No change | 5,108 | $41K |
"% 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.