Position in ARE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$158,127
+$137,703 QoQ
Shares Held
2,992
+580.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#426
of 579 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $340,223 across 18 REIT - Office names. ARE ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
2,992 | $158,127 | |
| 2 | KRC |
Kilroy Realty Corp
|
1,078 | $40,392 | |
| 3 | HPP |
Hudson Pacific Properties, Inc.
|
1,631 | $24,774 | |
| 4 | CDP |
Copt Defense Properties
|
665 | $24,199 | |
| 5 | BXP |
BXP, Inc.
|
341 | $22,611 | |
| 6 | PSTL |
Postal Realty Trust, Inc.
|
593 | $14,611 | |
| 7 | VNO |
Vornado Realty Trust
|
345 | $13,558 | |
| 8 | SLG |
Sl Green Realty Corp
|
241 | $12,476 |
All Filings in ARE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,127 | 2,992 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,424 | 440 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,695 | 995 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $136,844 | 1,642 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $117,951 | 1,624 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,761 | 192 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,485 | 169 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $21,256 | 179 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $21,639 | 185 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,859 | 92 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $5,324 | 42 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,501 | 15 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,085 | 36 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,762 | 22 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $82 | 852 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $125,890 | 898 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $107,612 | 742 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $14,288 | 71 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $10,033 | 45 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,821 | 20 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,456 | 19 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,957 | 18 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $12,475 | 70 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $11,840 | 74 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,278 | 88 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $16,584 | 121 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||