UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1463217
IRVING, TX
Position in ARE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$868,695
+$34,528 QoQ
Shares Held
16,437
-8.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
of 591 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $4,476,673 across 7 REIT - Office names. ARE ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNO |
Vornado Realty Trust
|
25,575 | $1,005,097 | |
| 2 | BXP |
BXP, Inc.
|
14,846 | $984,438 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
16,437 | $868,695 | |
| 4 | CUZ |
Cousins Properties Inc
|
19,616 | $588,087 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
18,263 | $550,812 | |
| 6 | KRC |
Kilroy Realty Corp
|
10,629 | $398,268 | |
| 7 | ESBA |
Empire State Realty OP, L.P.
|
13,546 | $81,276 |
All Filings in ARE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,695 | 16,437 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $834,167 | 17,970 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $423,820 | 8,660 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,085,583 | 25,025 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,425,799 | 19,631 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,708,104 | 18,464 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,671,519 | 17,135 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,408,368 | 20,281 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,275,651 | 19,455 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,572,959 | 12,202 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,536,832 | 12,123 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $647,647 | 6,470 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $776,158 | 6,839 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $1,119,036 | 7,682 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,183,624 | 8,443 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,165,751 | 8,038 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,481,602 | 7,362 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,669,078 | 7,486 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,489,963 | 7,798 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,453,154 | 7,987 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,238,493 | 7,538 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,281,037 | 12,799 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $2,528,960 | 15,806 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,073,988 | 18,946 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,550,275 | 18,607 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||