Allworth Financial LP
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1555170
FOLSOM, CA
Position in ARE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$208,008
+$82,624 QoQ
Shares Held
4,481
+74.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026Allworth Financial LP holds $1,853,226 across 19 REIT - Office names. ARE ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
|
19,696 | $602,697 | |
| 2 | CUZ |
Cousins Properties Inc
|
21,227 | $479,093 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
4,481 | $208,008 | |
| 4 | PKST |
Peakstone Realty Trust
|
4,982 | $104,073 | |
| 5 | BXP |
BXP, Inc.
|
1,491 | $77,382 | |
| 6 | SLG |
Sl Green Realty Corp
|
2,055 | $75,911 | |
| 7 | PDM |
Piedmont Realty Trust, Inc.
|
9,613 | $63,157 | |
| 8 | DEA |
Easterly Government Properties, Inc.
|
2,725 | $58,396 |
All Filings in ARE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,008 | 4,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $125,384 | 2,562 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $235,602 | 2,827 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $284,128 | 3,912 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $48,382 | 523 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $52,286 | 536 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $56,287 | 474 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $64,333 | 550 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $55,946 | 434 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $54,257 | 428 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $17,917 | 179 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $18,044 | 159 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $19,340 | 154 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $669,644 | 4,597 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $748,894 | 5,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $546,037 | 3,765 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $833,175 | 4,140 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $886,711 | 3,977 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $788,736 | 4,128 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||