Focus Partners Wealth
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1542153
ST LOUIS, MO
Position in ARE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,780,064
+$500,297 QoQ
Shares Held
189,144
+11.8% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 27.821909928956735.ToString("F0")%
Shared 0.ToString("F0")%
None 72.17809007104327.ToString("F0")%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $16,975,839 across 9 REIT - Office names. ARE ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
189,144 | $8,780,064 | |
| 2 | BXP |
BXP, Inc.
|
71,406 | $3,705,971 | |
| 3 | CUZ |
Cousins Properties Inc
|
55,576 | $1,254,350 | |
| 4 | KRC |
Kilroy Realty Corp
|
33,075 | $933,045 | |
| 5 | PDM |
Piedmont Realty Trust, Inc.
|
140,402 | $922,441 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
32,076 | $686,747 | |
| 7 | SLG |
Sl Green Realty Corp
|
8,906 | $328,987 | |
| 8 | DEA |
Easterly Government Properties, Inc.
|
15,229 | $326,357 |
All Filings in ARE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,780,064 | 189,144 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,279,767 | 169,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,644,381 | 19,731 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $959,369 | 13,209 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $609,733 | 6,591 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $236,851 | 2,428 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $206,384 | 1,601 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||