Atria Investments, Inc

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1535865 Charlotte, NC

Position in ARE

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$722,434

+$283,247 QoQ

Shares Held

15,563

+73.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Atria Investments, Inc holds $3,340,915 across 5 REIT - Office names. ARE ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VNO	Vornado Realty Trust	32,732	$850,704
2	BXP	BXP, Inc.	15,441	$801,387
3	ARE	Alexandria Real Estate Equities, Inc. This page	15,563	$722,434
4	CUZ	Cousins Properties Inc	28,333	$639,475
5	BDN	Brandywine Realty Trust	120,633	$326,915

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$722,434	15,563	+73.4%	Shares	Sole	2026-05-05
2025-12-31	$439,187	8,974	-78.1%	Shares	Sole	2026-02-05
2025-09-30	$3,412,106	40,942	+4.6%	Shares	Sole	2025-11-06
2025-06-30	$2,843,972	39,157	+3.3%	Shares	Sole	2025-08-04
2025-03-31	$3,507,794	37,918	+56.2%	Shares	Sole	2025-05-06
2024-12-31	$2,367,440	24,269	-19.8%	Shares	Sole	2025-02-06
2024-09-30	$3,593,612	30,262	+33.2%	Shares	Sole	2024-11-01
2024-06-30	$2,656,505	22,711	-8.3%	Shares	Sole	2024-08-13
2024-03-31	$3,193,874	24,776	+15.0%	Shares	Sole	2024-05-21
2023-12-31	$2,732,273	21,553	+8.6%	Shares	Sole	2024-02-14
2023-09-30	$1,986,484	19,845	+6.0%	Shares	Sole	2023-11-07
2023-06-30	$2,124,305	18,718	-15.7%	Shares	Sole	2023-08-04
2023-03-31	$2,788,098	22,200	-14.8%	Shares	Sole	2023-05-10
2022-12-31	$3,794,120	26,046	+32.7%	Shares	Sole	2023-01-31
2022-09-30	$2,751,228	19,625	-2.7%	Shares	Sole	2022-11-01
2022-06-30	$2,925,690	20,173	-1.3%	Shares	Sole	2022-08-11
2022-03-31	$4,112,342	20,434	+3.0%	Shares	Sole	2022-05-02
2021-12-31	$4,421,519	19,831	+4.2%	Shares	Sole	2022-02-04
2021-09-30	$3,635,679	19,028	+5.7%	Shares	Sole	2021-11-16
2021-06-30	$3,276,011	18,006	+0.6%	Shares	Sole	2021-08-10
2021-03-31	$2,939,327	17,890	+5.3%	Shares	Sole	2021-05-11
2020-12-31	$3,026,710	16,983	+35.6%	Shares	Sole	2021-02-12
2020-09-30	$2,003,200	12,520	-0.1%	Shares	Sole	2020-11-05
2020-06-30	$2,033,317	12,532	+3.3%	Shares	Sole	2020-09-22
2020-03-31	$1,663,360	12,136	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.