Position in ARE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,509,404
+$1,174,642 QoQ
Shares Held
118,686
+34.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14.330249566081932.ToString("F0")%
Shared 0.ToString("F0")%
None 85.66975043391807.ToString("F0")%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $24,000,570 across 17 REIT - Office names. ARE ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
118,686 | $5,509,404 | |
| 2 | BXP |
BXP, Inc.
|
91,070 | $4,726,533 | |
| 3 | PKST |
Peakstone Realty Trust
|
209,623 | $4,379,024 | |
| 4 | KRC |
Kilroy Realty Corp
|
45,736 | $1,290,212 | |
| 5 | PSTL |
Postal Realty Trust, Inc.
|
61,602 | $1,143,333 | |
| 6 | PDM |
Piedmont Realty Trust, Inc.
|
173,772 | $1,141,682 | |
| 7 | NLOP |
Net Lease Office Properties
|
93,365 | $1,075,564 | |
| 8 | CDP |
Copt Defense Properties
|
26,303 | $804,871 |
All Filings in ARE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,509,404 | 118,686 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,334,762 | 88,573 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,117,482 | 397,378 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,644,418 | 353,083 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,216,256 | 294,198 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $25,410,311 | 260,485 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,244,137 | 178,898 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,066,462 | 34,765 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,717,074 | 36,592 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,440,664 | 27,141 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,885,884 | 18,840 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,018,533 | 17,786 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,327,936 | 18,536 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,610,260 | 17,919 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,417,436 | 17,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,626,638 | 18,111 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,691,126 | 18,341 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,960,661 | 17,764 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,930,631 | 15,338 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,433,629 | 13,376 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,768,032 | 10,761 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,289,243 | 7,234 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,130,240 | 7,064 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $956,788 | 5,897 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $809,476 | 5,906 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||