True Wealth Design, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 1966033
AKRON, OH
Position in ARE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$125,148
+$100,732 QoQ
Shares Held
2,368
+350.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#439
of 591 holders
Holding Since
Sep 2024
8 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, 2026True Wealth Design, LLC holds $391,154 across 14 REIT - Office names. ARE ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
2,368 | $125,148 | |
| 2 | KRC |
Kilroy Realty Corp
|
1,453 | $54,443 | |
| 3 | BXP |
BXP, Inc.
|
709 | $47,013 | |
| 4 | VNO |
Vornado Realty Trust
|
998 | $39,221 | |
| 5 | CUZ |
Cousins Properties Inc
|
1,282 | $38,434 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
1,042 | $31,426 | |
| 7 | DEI |
Douglas Emmett Inc
|
1,467 | $17,310 | |
| 8 | HPP |
Hudson Pacific Properties, Inc.
|
1,012 | $15,372 |
All Filings in ARE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,148 | 2,368 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $24,416 | 526 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,551 | 93 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $147,595 | 1,771 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $96,307 | 1,326 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $89,827 | 971 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $63,309 | 649 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,093 | 85 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||