BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 2010186
CINCINNATI, OH
Position in ARE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,659
+$6,102 QoQ
Shares Held
126
+950.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 591 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $146,040 across 4 REIT - Office names. ARE ranks #2 (4.6% of the industry book) .
All Filings in ARE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,659 | 126 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $557 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,983 | 204 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $92 | 1 | Shares | Sole | 2025-04-24 | |
| 2024-03-31 | $515 | 4 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||