Creative Planning
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in ARE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,516,831
+$2,905,148 QoQ
Shares Held
118,846
+122.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0.6941756558908166.ToString("F0")%
Shared 0.ToString("F0")%
None 99.30582434410918.ToString("F0")%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Creative Planning holds $26,188,258 across 14 REIT - Office names. ARE ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
248,527 | $5,609,254 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
118,846 | $5,516,831 | |
| 3 | KRC |
Kilroy Realty Corp
|
129,391 | $3,650,120 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
153,770 | $3,292,215 | |
| 5 | BXP |
BXP, Inc.
|
47,518 | $2,466,184 | |
| 6 | VNO |
Vornado Realty Trust
|
83,580 | $2,172,244 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
65,645 | $1,218,371 | |
| 8 | CDP |
Copt Defense Properties
|
18,711 | $572,556 |
All Filings in ARE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,516,831 | 118,846 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,611,683 | 53,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,073,471 | 120,872 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,536,409 | 89,996 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,573,687 | 17,011 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,573,871 | 16,134 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,830,531 | 15,415 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,575,345 | 13,468 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,956,208 | 15,175 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,230,935 | 9,710 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $607,606 | 6,070 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $907,011 | 7,992 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $939,538 | 7,481 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,063,682 | 7,302 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $699,267 | 4,988 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $838,853 | 5,784 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $323,292 | 1,450 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $244,971 | 1,491 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $307,251 | 1,724 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||