Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ares Commercial Real Estate CorpACRE · Entity 6141 | President | July 22, 2019 | July 30, 2019 |
| Ares Real Estate Income Trust Inc.NONE · Entity 9779 | Director | June 30, 2026 | July 02, 2026 |
| Invitation Homes Inc.INVH · Entity 3304 | Director | February 01, 2017 | February 02, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ares Commercial Real Estate Corp
Report date July 22, 2019 · Filed July 30, 2019
This filing explicitly reported no securities owned.
Ares Real Estate Income Trust Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I-R Common StockSEC Table I · non-derivative | Direct | 3,372.324 |
Reported balance
After 2026-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-30 · Other · Disposed 30,522.049 · Balance 3,372.324 F1: The shares of Class I-R Common Stock were tendered for redemption by the Issuer pursuant to the Issuer's share redemption program. F2: Includes shares of Class I-R Common Stock acquired by the reporting person pursuant to the Issuer's distribution reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class I-R Common Stock were tendered for redemption by the Issuer pursuant to the Issuer's share redemption program.
F2: Includes shares of Class I-R Common Stock acquired by the reporting person pursuant to the Issuer's distribution reinvestment plan.
Invitation Homes Inc.
Report date February 01, 2017 · Filed February 02, 2017
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 2, 2026 20:50 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | OtherClass I-R Common Stock | 30,522.049 | $8.19 | $250,000.00 |
DisclosureSEC source: 0001694232-26-000004 · form4.xml · nonDerivative · entry 1 Roth David A · CIK 0001694232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,372.324 F1 · kind: The shares of Class I-R Common Stock were tendered for redemption by the Issuer pursuant to the Issuer's share redemption program. F2 · balance_after: Includes shares of Class I-R Common Stock acquired by the reporting person pursuant to the Issuer's distribution reinvestment plan. Read SEC document |
| February 02, 2026 Filed Feb 5, 2026 00:34 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | OtherClass I-R Operating Partnership Units · Derivative | 65,342.69 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-26-000016 · form4.xml · derivative · entry 1 Roth David A · CIK 0001694232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,342.69 Underlying: Class I-R Common Stock · 65,342.69 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired the Class I-R Operating Partnership Units ("Class I-R OP Units") on February 2, 2026 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning January 1, 2027, the reporting person may request that AREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I-R OP Units for cash, unless the Issuer's board of directors determines that such redemption for cash would be prohibited by applicable law, the Issuer's charter, or the Operating Partnership's limited partnership agreement (the "OP Agreement"), in which case the Class I-R OP Units will be redeemed for shares of the Issuer's Class I-R common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I-R OP Units will be priced at the then-current net asset value of such Class I-R OP Units. F1 · kind: The reporting person acquired the Class I-R Operating Partnership Units ("Class I-R OP Units") on February 2, 2026 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning January 1, 2027, the reporting person may request that AREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I-R OP Units for cash, unless the Issuer's board of directors determines that such redemption for cash would be prohibited by applicable law, the Issuer's charter, or the Operating Partnership's limited partnership agreement (the "OP Agreement"), in which case the Class I-R OP Units will be redeemed for shares of the Issuer's Class I-R common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I-R OP Units will be priced at the then-current net asset value of such Class I-R OP Units. F1 · derivative.exercise_date: The reporting person acquired the Class I-R Operating Partnership Units ("Class I-R OP Units") on February 2, 2026 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning January 1, 2027, the reporting person may request that AREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I-R OP Units for cash, unless the Issuer's board of directors determines that such redemption for cash would be prohibited by applicable law, the Issuer's charter, or the Operating Partnership's limited partnership agreement (the "OP Agreement"), in which case the Class I-R OP Units will be redeemed for shares of the Issuer's Class I-R common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I-R OP Units will be priced at the then-current net asset value of such Class I-R OP Units. F2 · derivative.expiration_date: There is no expiration date for the reporting person's ability to request redemption of the Class I-R OP Units. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 22:33 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | PurchaseClass I Common Stock | 28,735.962 | $8.70 | $250,000.00 |
DisclosureSEC source: 0001104659-23-041047 · tm2311418d2_4seq1.xml · nonDerivative · entry 1 Roth David A · CIK 0001694232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,735.962 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.