Medallion Wealth Advisors, LLC
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 2131139
FARMINGTON, CT
Position in ARE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,744
+$213 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#541
of 591 holders
Holding Since
Mar 2025
6 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, 2026Medallion Wealth Advisors, LLC holds $1,836 across 3 REIT - Office names. ARE ranks #1 (95.0% of the industry book) .
All Filings in ARE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744 | 33 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,531 | 33 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,615 | 33 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $2,750 | 33 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $2,396 | 33 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $3,052 | 33 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||