Arkadios Wealth Advisors

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1800798 ATLANTA, GA

Position in ARE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$661,840

+$159,252 QoQ

Shares Held

12,523

+15.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#297

of 597 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $2,130,644 across 5 REIT - Office names. ARE ranks #1 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc. This page	12,523	$661,840
2	CDP	Copt Defense Properties	15,942	$580,129
3	CUZ	Cousins Properties Inc	18,538	$555,769
4	BXP	BXP, Inc.	3,200	$212,191
5	PDM	Piedmont Realty Trust, Inc.	13,193	$120,715

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,840	12,523	+15.7%	Shares	Sole	2026-08-10
2026-03-31	$502,588	10,827	+12.3%	Shares	Sole	2026-05-18
2025-12-31	$472,025	9,645	+14.7%	Shares	Sole	2026-02-13
2025-09-30	$700,722	8,408	+46.6%	Shares	Sole	2025-10-29
2025-06-30	$416,604	5,736	+8.4%	Shares	Sole	2025-08-04
2025-03-31	$489,654	5,293	+19.0%	Shares	Sole	2025-05-08
2024-12-31	$433,999	4,449	+6.1%	Shares	Sole	2025-01-15
2024-09-30	$497,918	4,193	+56.3%	Shares	Sole	2024-10-24
2024-06-30	$313,830	2,683	+55.1%	Shares	Sole	2024-07-29
2022-12-31	$252,009	1,730	+4.4%	Shares	Sole	2023-01-11
2022-09-30	$232,294	1,657	+167.7%	Shares	Sole	2022-10-21
2021-09-30	$118,272	619	+20.0%	Shares	Sole	2021-10-19
2021-06-30	$93,881	516	+230.8%	Shares	Sole	2021-07-28
2021-03-31	$25,630	156	+77.3%	Shares	Sole	2021-04-26
2020-12-31	$15,683	88	-81.5%	Shares	Sole	2021-02-09
2020-09-30	$76,160	476	+24.0%	Shares	Sole	2020-11-10
2020-06-30	$62,304	384	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.