EP Wealth Advisors, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1540569 TORRANCE, CA

Position in ARE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$281,373

+$65,458 QoQ

Shares Held

5,324

+146.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#387

of 591 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,385,545 across 4 REIT - Office names. ARE ranks #4 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRC	Kilroy Realty Corp	11,450	$429,031
2	CUZ	Cousins Properties Inc	11,670	$349,866
3	HIW	Highwoods Properties, Inc.	10,785	$325,275
4	ARE	Alexandria Real Estate Equities, Inc. This page	5,324	$281,373

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,373	5,324	+146.8%	Shares	Sole	2026-08-12
2023-09-30	$215,915	2,157	+1.6%	Shares	Sole	2023-11-24
2023-06-30	$241,052	2,124	0.0%	Shares	Sole	2023-08-14
2023-03-31	$266,753	2,124	-57.4%	Shares	Sole	2023-06-05
2022-12-31	$726,310	4,986	-4.8%	Shares	Sole	2023-06-12
2022-06-30	$759,522	5,237	-2.5%	Shares	Sole	2022-08-11
2022-03-31	$1,080,913	5,371	-0.1%	Shares	Sole	2022-05-20
2021-12-31	$1,198,855	5,377	-0.9%	Shares	Sole	2022-02-17
2021-06-30	$987,024	5,425	-1.1%	Shares	Sole	2021-08-24
2021-03-31	$901,514	5,487	-9.2%	Shares	Sole	2021-05-17
2020-12-31	$1,077,518	6,046	-3.9%	Shares	Sole	2021-02-18
2020-09-30	$1,006,240	6,289	—	Shares	Sole	2020-11-17
2020-06-30	$1,347,000	0	-100.0%	Shares	Sole	2020-08-14
2020-03-31	$2,748,601	20,054	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.