Rialto Wealth Management, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 2054966
SYRACUSE, NY
Position in ARE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,109
+$645 QoQ
Shares Held
21
+110.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#553
of 591 holders
Holding Since
Sep 2025
4 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, 2026Rialto Wealth Management, LLC holds $1,428,360 across 6 REIT - Office names. ARE ranks #5 (0.1% of the industry book) .
All Filings in ARE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109 | 21 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $464 | 10 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $489 | 10 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $583 | 7 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||