Bruce G. Allen Investments, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 2005409 DENVER, CO

Position in ARE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$32,132

+$3,399 QoQ

Shares Held

608

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#472

of 591 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $150,478 across 7 REIT - Office names. ARE ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VNO	Vornado Realty Trust	1,754	$68,932
2	BXP	BXP, Inc.	648	$42,968
3	ARE	Alexandria Real Estate Equities, Inc. This page	608	$32,132
4	KRC	Kilroy Realty Corp	90	$3,372
5	HIW	Highwoods Properties, Inc.	77	$2,322
6	CUZ	Cousins Properties Inc	24	$719
7	NLOP	Net Lease Office Properties	3	$33

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,132	608	-1.8%	Shares	Sole	2026-07-31
2026-03-31	$28,733	619	+101.6%	Shares	Sole	2026-05-08
2025-12-31	$15,024	307	-12.5%	Shares	Sole	2026-02-10
2025-09-30	$29,252	351	+5.1%	Shares	Sole	2025-10-30
2025-06-30	$24,258	334	-25.4%	Shares	Sole	2025-07-09
2025-03-31	$41,444	448	-12.8%	Shares	Sole	2025-04-14
2024-12-31	$50,140	514	+5.8%	Shares	Sole	2025-01-10
2024-09-30	$57,712	486	-0.4%	Shares	Sole	2024-10-08
2024-06-30	$57,081	488	+0.6%	Shares	Sole	2024-07-12
2024-03-31	$62,521	485	+2.8%	Shares	Sole	2024-04-10
2023-12-31	$59,835	472	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.