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Abundance Wealth Counselors

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1767080 STATE COLLEGE, PA

Position in ARE

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$3,963,961
+$2,341,211 QoQ
Shares Held
75,004
+114.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#143
of 597 holders
Holding Since
Jun 2020
23 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, 2026

Abundance Wealth Counselors holds $6,818,077 across 3 REIT - Office names. ARE ranks #1 (58.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARE
Alexandria Real Estate Equities, Inc.
This page
75,004 $3,963,961

All Filings in ARE

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,963,961 75,004
2026-03-31 $1,622,750 34,958
2025-12-31 $1,039,387 21,238
2025-09-30 $1,670,800 20,048
2025-06-30 $1,438,509 19,806
2025-03-31 $1,425,301 15,407
2024-12-31 $1,245,323 12,766
2024-09-30 $1,587,450 13,368
2024-06-30 $1,545,992 13,217
2024-03-31 $1,672,220 12,972
2023-12-31 $1,394,089 10,997
2023-09-30 $1,050,849 10,498
2023-03-31 $1,332,133 10,607
2022-12-31 $1,138,411 7,815
2022-09-30 $1,081,706 7,716
2022-06-30 $1,129,348 7,787
2022-03-31 $1,446,585 7,188
2021-12-31 $1,709,880 7,669
2021-06-30 $1,579,421 8,681
2021-03-31 $970,027 5,904
2020-12-31 $873,990 4,904
2020-09-30 $723,200 4,520
2020-06-30 $859,600 5,298