SHP Wealth Management
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1807060
PLYMOUTH, MA
Position in ARE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,321
+$904 QoQ
Shares Held
25
+177.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#548
of 591 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $25,251 across 9 REIT - Office names. ARE ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
293 | $19,428 | |
| 2 | KRC |
Kilroy Realty Corp
|
46 | $1,723 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
25 | $1,321 | |
| 4 | VNO |
Vornado Realty Trust
|
31 | $1,218 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
18 | $542 | |
| 6 | CUZ |
Cousins Properties Inc
|
16 | $479 | |
| 7 | NLOP |
Net Lease Office Properties
|
28 | $311 | |
| 8 | CMCT |
Creative Media & Community Trust Corp
|
68 | $221 |
All Filings in ARE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321 | 25 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $417 | 9 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||