Arkadios Wealth Advisors

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1800798 ATLANTA, GA

Position in ARE

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$502,588

+$30,563 QoQ

Shares Held

10,827

+12.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Arkadios Wealth Advisors holds $2,347,569 across 6 REIT - Office names. ARE ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMCT	Creative Media & Community Trust Corp	88,590	$540,399
2	ARE	Alexandria Real Estate Equities, Inc. This page	10,827	$502,588
3	CUZ	Cousins Properties Inc	21,509	$485,457
4	CDP	Copt Defense Properties	15,261	$466,986
5	PKST	Peakstone Realty Trust	12,964	$270,817
6	PDM	Piedmont Realty Trust, Inc.	12,378	$81,322

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.