Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc.NONE · Entity 25001 | Partner, Co-President | February 01, 2023 | February 02, 2023 |
| Ares Real Estate Income Trust Inc.NONE · Entity 9779 | Partner, Co-President | February 02, 2026 | February 04, 2026 |
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 INDUSTRIAL REAL ESTATE INCOME TRUST Inc.
Report date February 01, 2023 · Filed February 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Operating Partnership UnitsSEC Table II · derivative / convertible security | Direct | 184,094.4529 |
Reported balance
After 2023-02-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-01 · Other · Acquired 184,094.4529 · Balance 184,094.4529 F1: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units 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 OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units. F2: There is no expiration date for the reporting person's ability to request redemption of the Class I OP Units. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units 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 OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units.
F2: There is no expiration date for the reporting person's ability to request redemption of the Class I OP Units.
Ares Real Estate Income Trust Inc.
Report date February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I-R Operating Partnership UnitsSEC Table II · derivative / convertible security | Direct | 13,295.448 |
Reported balance
After 2026-02-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-02 · Other · Acquired 13,295.448 · Balance 13,295.448 F1: 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: There is no expiration date for the reporting person's ability to request redemption of the Class I-R OP Units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: There is no expiration date for the reporting person's ability to request redemption of the Class I-R OP Units.
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 |
|---|---|---|---|---|---|---|
| February 02, 2026 Filed Feb 4, 2026 19:33 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | OtherClass I-R Operating Partnership Units · Derivative | 13,295.448 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-26-000015 · form4.xml · derivative · entry 1 Taylor Jeffrey W · CIK 0001318081 · Partner, Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,295.448 Underlying: Class I-R Common Stock · 13,295.448 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 |
| February 01, 2023 Filed Feb 2, 2023 22:21 UTC | ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc. NONE · Entity 25001 | OtherClass I Operating Partnership Units · Derivative | 184,094.4529 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001993 · form4.xml · derivative · entry 1 Taylor Jeffrey W · CIK 0001318081 · Partner, Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,094.4529 Underlying: Class I Common Stock · 184,094.4529 shares Expires not disclosed F1 · derivative.exercise_price: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units 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 OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units. F1 · kind: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units 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 OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units. F1 · derivative.exercise_date: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units 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 OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units. F2 · derivative.expiration_date: There is no expiration date for the reporting person's ability to request redemption of the Class I OP Units. Read SEC document |
| May 01, 2021 Filed May 3, 2021 20:04 UTC | ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc. NONE · Entity 25001 | PurchaseClass I Common Stock | 4,900.471 | $10.20 | $50,000.00 |
DisclosureSEC source: 0001703078-21-000004 · edgar.xml · nonDerivative · entry 1 Taylor Jeffrey W · CIK 0001318081 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,023.384 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.