ELEVATION WEALTH PARTNERS, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1976256 WALNUT CREEK, CA

Position in ARE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$15,167

-$65,557 QoQ

Shares Held

287

-83.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#488

of 591 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $269,509 across 8 REIT - Office names. ARE ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXP	BXP, Inc.	1,509	$100,061
2	KRC	Kilroy Realty Corp	1,463	$54,818
3	CUZ	Cousins Properties Inc	1,573	$47,158
4	HIW	Highwoods Properties, Inc.	1,065	$32,120
5	VNO	Vornado Realty Trust	394	$15,484
6	ARE	Alexandria Real Estate Equities, Inc. This page	287	$15,167
7	SLG	Sl Green Realty Corp	76	$3,934
8	DEI	Douglas Emmett Inc	65	$767

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,167	287	-83.5%	Shares	Sole	2026-07-08
2026-03-31	$80,724	1,739	+29.3%	Shares	Sole	2026-04-14
2025-12-31	$65,824	1,345	-38.9%	Shares	Sole	2026-01-09
2025-09-30	$183,514	2,202	-3.0%	Shares	Sole	2025-10-14
2025-06-30	$164,870	2,270	0.0%	Shares	Sole	2025-07-08
2025-03-31	$209,997	2,270	0.0%	Shares	Sole	2025-04-09
2024-12-31	$221,438	2,270	0.0%	Shares	Sole	2025-01-29
2024-09-30	$269,562	2,270	0.0%	Shares	Sole	2024-10-04
2024-06-30	$265,521	2,270	0.0%	Shares	Sole	2024-07-09
2024-03-31	$292,625	2,270	0.0%	Shares	Sole	2024-04-19
2023-12-31	$287,767	2,270	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.