Merit Financial Group, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1621225
ALPHARETTA, GA
Position in ARE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,651,722
+$1,928,848 QoQ
Shares Held
69,096
+86.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#15
of 125 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Merit Financial Group, LLC holds $9,730,606 across 10 REIT - Office names. ARE ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
69,096 | $3,651,722 | |
| 2 | BXP |
BXP, Inc.
|
46,132 | $3,059,009 | |
| 3 | KRC |
Kilroy Realty Corp
|
24,094 | $902,800 | |
| 4 | VNO |
Vornado Realty Trust
|
18,661 | $733,374 | |
| 5 | PDM |
Piedmont Realty Trust, Inc.
|
67,908 | $621,357 | |
| 6 | HPP |
Hudson Pacific Properties, Inc.
|
17,534 | $266,340 | |
| 7 | CUZ |
Cousins Properties Inc
|
7,148 | $214,295 | |
| 8 | DEI |
Douglas Emmett Inc
|
13,032 | $153,777 |
All Filings in ARE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,651,722 | 69,096 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,722,874 | 37,115 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,066,940 | 21,801 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,582,708 | 18,991 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,374,304 | 18,922 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $794,383 | 8,587 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $227,486 | 2,332 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||