COMPASS FINANCIAL MANAGEMENT LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 2148724 TAMPA, FL

Position in ARE

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

Position Value

$56,813

New position

Shares Held

1,075

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#464

of 591 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $74,763 across 5 REIT - Office names. ARE ranks #1 (76.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc. This page	1,075	$56,813
2	PSTL	Postal Realty Trust, Inc.	700	$17,248
3	NLOP	Net Lease Office Properties	31	$345
4	BDN	Brandywine Realty Trust	100	$317
5	ONL	Orion Properties Inc.	14	$40

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,813	1,075	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.