Heritage Wealth Advisors
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1591122
RICHMOND, VA
Position in ARE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,285
+$643 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 591 holders
Holding Since
Dec 2023
11 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, 2026Heritage Wealth Advisors holds $94,181 across 3 REIT - Office names. ARE ranks #3 (5.6% of the industry book) .
All Filings in ARE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,285 | 100 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,642 | 100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,894 | 100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,169 | 350 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,420 | 350 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,378 | 350 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,142 | 350 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $41,562 | 350 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,242 | 250 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $19,336 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $12,677 | 100 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||