Gradient Investments LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1542265 ARDEN HILLS, MN

Position in ARE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$14,636,490

+$2,394,794 QoQ

Shares Held

276,944

+5.0% QoQ

Ownership

0.159%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#71

of 596 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Gradient Investments LLC holds $14,636,490 across 1 REIT - Office name. ARE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ARE	Alexandria Real Estate Equities, Inc. This page	276,944	$14,636,490

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,636,490	276,944	+5.0%	Shares	Sole	2026-07-08
2026-03-31	$12,241,696	263,716	+2.3%	Shares	Sole	2026-04-13
2025-12-31	$12,618,591	257,838	+1453.9%	Shares	Sole	2026-01-08
2025-09-30	$1,382,860	16,593	-11.4%	Shares	Sole	2025-10-06
2025-06-30	$1,360,359	18,730	-85.4%	Shares	Sole	2025-07-08
2025-03-31	$11,896,138	128,593	-0.1%	Shares	Sole	2025-04-09
2024-12-31	$12,557,904	128,733	+22.4%	Shares	Sole	2025-01-21
2024-09-30	$12,490,718	105,185	-19.9%	Shares	Sole	2024-10-15
2024-06-30	$15,358,979	131,307	-9.9%	Shares	Sole	2024-07-18
2024-03-31	$18,789,792	145,759	-5.6%	Shares	Sole	2024-04-23
2023-12-31	$19,578,739	154,443	-31.9%	Shares	Sole	2024-01-18
2023-09-30	$22,705,282	226,826	+2.5%	Shares	Sole	2023-10-27
2023-06-30	$25,115,337	221,300	+9.1%	Shares	Sole	2023-07-11
2023-03-31	$25,464,753	202,761	+5.5%	Shares	Sole	2023-04-17
2022-12-31	$27,992,675	192,165	+4804025.0%	Shares	Sole	2023-01-10
2020-12-31	$712	4	0.0%	Shares	Sole	2021-01-08
2020-09-30	$640	4	—	Shares	Sole	2020-10-06
No filing history on record for this holder in this stock.