Abundance Wealth Counselors

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1767080 STATE COLLEGE, PA

Position in ARE

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$1,622,750

+$583,363 QoQ

Shares Held

34,958

+64.6% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Abundance Wealth Counselors holds $2,825,815 across 3 REIT - Office names. ARE ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc. This page	34,958	$1,622,750
2	DEA	Easterly Government Properties, Inc.	31,306	$670,887
3	BDN	Brandywine Realty Trust	196,376	$532,178

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,622,750	34,958	+64.6%	Shares	Sole	2026-04-23
2025-12-31	$1,039,387	21,238	+5.9%	Shares	Sole	2026-01-26
2025-09-30	$1,670,800	20,048	+1.2%	Shares	Sole	2025-10-22
2025-06-30	$1,438,509	19,806	+28.6%	Shares	Sole	2025-07-21
2025-03-31	$1,425,301	15,407	+20.7%	Shares	Sole	2025-04-21
2024-12-31	$1,245,323	12,766	-4.5%	Shares	Sole	2025-01-24
2024-09-30	$1,587,450	13,368	+1.1%	Shares	Sole	2024-10-17
2024-06-30	$1,545,992	13,217	+1.9%	Shares	Sole	2024-07-17
2024-03-31	$1,672,220	12,972	+18.0%	Shares	Sole	2024-04-19
2023-12-31	$1,394,089	10,997	+4.8%	Shares	Sole	2024-01-17
2023-09-30	$1,050,849	10,498	-1.0%	Shares	Sole	2023-10-30
2023-03-31	$1,332,133	10,607	+35.7%	Shares	Sole	2023-05-02
2022-12-31	$1,138,411	7,815	+1.3%	Shares	Sole	2023-02-09
2022-09-30	$1,081,706	7,716	-0.9%	Shares	Sole	2022-11-01
2022-06-30	$1,129,348	7,787	+8.3%	Shares	Sole	2022-08-05
2022-03-31	$1,446,585	7,188	-6.3%	Shares	Sole	2022-04-28
2021-12-31	$1,709,880	7,669	-11.7%	Shares	Sole	2022-01-18
2021-06-30	$1,579,421	8,681	+47.0%	Shares	Sole	2021-07-26
2021-03-31	$970,027	5,904	+20.4%	Shares	Sole	2021-05-06
2020-12-31	$873,990	4,904	+8.5%	Shares	Sole	2021-01-27
2020-09-30	$723,200	4,520	-14.7%	Shares	Sole	2020-11-04
2020-06-30	$859,600	5,298	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.