Plante Moran Financial Advisors, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in ARE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,642
+$321 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#532
of 591 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $5,169 across 5 REIT - Office names. ARE ranks #1 (51.1% of the industry book) .
All Filings in ARE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,642 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,321 | 50 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,447 | 50 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,167 | 50 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,631 | 50 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,625 | 50 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,877 | 50 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,937 | 50 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,848 | 50 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,445 | 50 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,338 | 50 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,005 | 50 | Shares | Sole | 2023-11-07 | |
| 2021-03-31 | $16,265 | 99 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,643 | 99 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $15,840 | 99 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||