Position in ARE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$175,990
+$85,843 QoQ
Shares Held
3,330
+71.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 597 holders
Holding Since
Mar 2020
14 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, 2026CX Institutional holds $428,481 across 3 REIT - Office names. ARE ranks #2 (41.1% of the industry book) .
All Filings in ARE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,990 | 3,330 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $90,147 | 1,942 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $29,951 | 612 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $130,677 | 1,568 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $104,950 | 1,445 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $117,487 | 1,270 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $8,411 | 58 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $66,492 | 348 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $56,947 | 313 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,744 | 108 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $27,802 | 156 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $14,400 | 90 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $14,602 | 90 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,289 | 24 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||