Bogart Wealth, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1715740 MCLEAN, VA

Position in ARE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,122

-$11,892 QoQ

Shares Held

-77.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#520

of 591 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bogart Wealth, LLC holds $23,541 across 5 REIT - Office names. ARE ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXP	BXP, Inc.	199	$13,195
2	ARE	Alexandria Real Estate Equities, Inc. This page	78	$4,122
3	VNO	Vornado Realty Trust	81	$3,183
4	KRC	Kilroy Realty Corp	74	$2,772
5	CUZ	Cousins Properties Inc	9	$269

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,122	78	-77.4%	Shares	Sole	2026-07-24
2026-03-31	$16,014	345	+2364.3%	Shares	Sole	2026-04-28
2025-12-31	$685	14	-54.8%	Shares	Sole	2026-01-30
2025-09-30	$2,583	31	+24.0%	Shares	Sole	2025-10-27
2025-06-30	$1,815	25	0.0%	Shares	Sole	2025-07-30
2025-03-31	$2,312	25	-37.5%	Shares	Sole	2025-05-02
2024-12-31	$3,902	40	+150.0%	Shares	Sole	2025-01-30
2024-03-31	$2,062	16	0.0%	Shares	Sole	2024-04-25
2023-12-31	$2,028	16	+6.7%	Shares	Sole	2024-02-07
2023-09-30	$1,501	15	0.0%	Shares	Sole	2023-10-30
2023-06-30	$1,702	15	-60.5%	Shares	Sole	2023-07-31
2023-03-31	$4,772	38	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.