WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1632972
PLYMOUTH, MN
Position in ARE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,383,092
+$5,238,210 QoQ
Shares Held
139,699
+202.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 91 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $22,068,423 across 14 REIT - Office names. ARE ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
139,699 | $7,383,092 | |
| 2 | VNO |
Vornado Realty Trust
|
65,166 | $2,561,023 | |
| 3 | KRC |
Kilroy Realty Corp
|
63,265 | $2,370,539 | |
| 4 | BXP |
BXP, Inc.
|
29,767 | $1,973,849 | |
| 5 | CUZ |
Cousins Properties Inc
|
54,917 | $1,646,411 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
48,679 | $1,468,158 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
71,004 | $1,078,550 | |
| 8 | DEI |
Douglas Emmett Inc
|
74,587 | $880,126 |
All Filings in ARE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,383,092 | 139,699 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,144,882 | 46,206 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,478,868 | 30,218 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,622,529 | 79,464 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,675,338 | 64,372 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,743,106 | 29,652 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,096,071 | 11,236 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $540,312 | 4,550 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $407,991 | 3,488 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $324,853 | 2,520 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $274,710 | 2,167 | Shares | Sole | 2024-01-30 | |
| 2022-12-31 | $3,121,562 | 21,429 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,680,474 | 47,653 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,391,508 | 30,280 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,510,046 | 37,317 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,862,238 | 35,263 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,167,558 | 16,578 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||