TD PRIVATE CLIENT WEALTH LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1551017
NEW YORK, NY
Position in ARE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,631
-$19,723 QoQ
Shares Held
239
-65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $95,343 across 4 REIT - Office names. ARE ranks #2 (13.2% of the industry book) .
All Filings in ARE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,631 | 239 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $32,354 | 697 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $47,471 | 970 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,011,660 | 24,138 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,578,322 | 21,731 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,011,259 | 21,741 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,979,289 | 20,290 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,522,968 | 12,825 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $28,774 | 246 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,137 | 195 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $25,987 | 205 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $23,823 | 238 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $18,612 | 164 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $44,458 | 354 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $66,134 | 454 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $58,599 | 418 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $36,547 | 252 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $82,311 | 409 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $67,556 | 303 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $58,658 | 307 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $62,587 | 344 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $41,567 | 253 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $36,178 | 203 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $26,880 | 168 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $28,069 | 173 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $16,858 | 123 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||