Physician Wealth Advisors, Inc.
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1795173
MIDVALE, UT
Position in ARE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,171
+$1,593 QoQ
Shares Held
60
+76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#527
of 591 holders
Holding Since
Dec 2024
6 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, 2026Physician Wealth Advisors, Inc. holds $34,109 across 12 REIT - Office names. ARE ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
284 | $8,514 | |
| 2 | NLOP |
Net Lease Office Properties
|
468 | $5,208 | |
| 3 | PSTL |
Postal Realty Trust, Inc.
|
168 | $4,139 | |
| 4 | SLG |
Sl Green Realty Corp
|
74 | $3,830 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
120 | $3,619 | |
| 6 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
60 | $3,171 | |
| 7 | VNO |
Vornado Realty Trust
|
57 | $2,240 | |
| 8 | HPP |
Hudson Pacific Properties, Inc.
|
76 | $1,154 |
All Filings in ARE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,171 | 60 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,578 | 34 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,181 | 65 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,834 | 142 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $4,625 | 50 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,877 | 50 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||