Integrated Wealth Concepts LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1737109
WALTHAM, MA
Position in ARE
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$1,084,429
+$724,582 QoQ
Shares Held
20,519
+164.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 597 holders
Holding Since
Dec 2022
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, 2026Integrated Wealth Concepts LLC holds $2,404,272 across 4 REIT - Office names. ARE ranks #2 (45.1% 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 | $1,084,429 | 20,519 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $359,847 | 7,752 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $937,825 | 11,253 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $695,141 | 9,571 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $212,495 | 2,297 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $213,244 | 2,186 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $209,831 | 1,767 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $208,557 | 1,783 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $322,146 | 2,499 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $368,140 | 2,904 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $485,785 | 4,853 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $529,884 | 4,669 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $529,738 | 4,218 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $227,827 | 1,564 | Shares | Other | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||