ACTION POINT FINANCIAL PLANNING, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in ARE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,109
New position
Shares Held
21
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#554
of 591 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Office
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $15,542 across 10 REIT - Office names. ARE ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
56 | $3,712 | |
| 2 | VNO |
Vornado Realty Trust
|
85 | $3,340 | |
| 3 | CDP |
Copt Defense Properties
|
61 | $2,219 | |
| 4 | KRC |
Kilroy Realty Corp
|
33 | $1,236 | |
| 5 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
21 | $1,109 | |
| 6 | SLG |
Sl Green Realty Corp
|
20 | $1,035 | |
| 7 | NLOP |
Net Lease Office Properties
|
82 | $912 | |
| 8 | CUZ |
Cousins Properties Inc
|
27 | $809 |
All Filings in ARE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109 | 21 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||