Horizon Investments, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1560717 Charlotte, NC

Position in ARE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$143,382

+$21,855 QoQ

Shares Held

2,713

+3.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#438

of 591 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

Horizon Investments, LLC holds $1,246,227 across 4 REIT - Office names. ARE ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEA	Easterly Government Properties, Inc.	33,051	$823,961
2	BXP	BXP, Inc.	2,452	$162,592
3	ARE	Alexandria Real Estate Equities, Inc. This page	2,713	$143,382
4	CUZ	Cousins Properties Inc	3,879	$116,292

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,382	2,713	+3.6%	Shares	Sole	2026-08-13
2026-03-31	$121,527	2,618	+6.5%	Shares	Sole	2026-05-15
2025-12-31	$120,294	2,458	+3.1%	Shares	Sole	2026-02-02
2025-09-30	$198,599	2,383	-67.9%	Shares	Sole	2025-11-14
2025-06-30	$538,624	7,416	+234.4%	Shares	Sole	2025-08-14
2025-03-31	$205,187	2,218	+3.8%	Shares	Sole	2025-05-13
2024-12-31	$208,366	2,136	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$252,343	2,125	-6.4%	Shares	Sole	2024-11-13
2024-06-30	$265,638	2,271	+1.4%	Shares	Sole	2024-08-09
2024-03-31	$288,758	2,240	0.0%	Shares	Sole	2024-05-15
2023-12-31	$283,964	2,240	+4.1%	Shares	Sole	2024-02-14
2023-09-30	$215,315	2,151	0.0%	Shares	Sole	2023-11-14
2023-06-30	$244,116	2,151	+16.3%	Shares	Sole	2023-08-14
2023-03-31	$232,341	1,850	+7.7%	Shares	Sole	2023-05-15
2022-12-31	$250,261	1,718	-41.9%	Shares	Sole	2023-02-14
2022-09-30	$414,822	2,959	-12.1%	Shares	Sole	2022-11-14
2021-09-30	$643,332	3,367	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.