EVOLVE PRIVATE WEALTH, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 2111131 LOS ANGELES, CA

Position in ARE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$785,985

+$489,222 QoQ

Shares Held

14,872

+132.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#278

of 591 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,966,347 across 4 REIT - Office names. ARE ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc. This page	14,872	$785,985
2	CDP	Copt Defense Properties	18,910	$688,134
3	CUZ	Cousins Properties Inc	9,343	$280,103
4	BXP	BXP, Inc.	3,199	$212,125

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$785,985	14,872	+132.6%	Shares	Defined	2026-08-12
2026-03-31	$296,763	6,393	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.