Pinnacle Wealth Planning Services, Inc.
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1726752
MANSFIELD, OH
Position in ARE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,343
+$4,675 QoQ
Shares Held
366
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#484
of 591 holders
Holding Since
Dec 2020
7 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, 2026Pinnacle Wealth Planning Services, Inc. holds $596,890 across 15 REIT - Office names. ARE ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLG |
Sl Green Realty Corp
|
3,020 | $156,345 | |
| 2 | DEI |
Douglas Emmett Inc
|
11,437 | $134,956 | |
| 3 | BDN |
Brandywine Realty Trust
|
30,898 | $97,946 | |
| 4 | DEA |
Easterly Government Properties, Inc.
|
1,975 | $49,236 | |
| 5 | HPP |
Hudson Pacific Properties, Inc.
|
2,585 | $39,266 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
1,056 | $31,848 | |
| 7 | VNO |
Vornado Realty Trust
|
596 | $23,422 | |
| 8 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
366 | $19,343 |
All Filings in ARE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,343 | 366 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,668 | 316 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,536 | 154 | Shares | Sole | 2026-02-13 | |
| 2022-09-30 | $207,481 | 1,480 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $207,682 | 1,432 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $253,776 | 1,261 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $90,357 | 507 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||