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Equibles

JONES FINANCIAL COMPANIES LLLP

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 815917 DES PERES, MO
Back to ARE Full portfolio

Position in ARE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$506,831
+$190,944 QoQ
Shares Held
9,590
+40.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in ARE Over Time

Shares Held

Position Value (USD)

Position in REIT - Office

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $43,084,116 across 16 REIT - Office names. ARE ranks #5 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BXP
BXP, Inc.
 300,477 $19,924,629
2 CDP
Copt Defense Properties
 524,770 $19,096,379
3 KRC
Kilroy Realty Corp
 41,680 $1,561,749
4 SLG
Sl Green Realty Corp
 15,837 $819,881
5 ARE
Alexandria Real Estate Equities, Inc.
This page 		9,590 $506,831
6 CUZ
Cousins Properties Inc
 15,199 $455,666
7 HIW
Highwoods Properties, Inc.
 10,999 $331,729
8 VNO
Vornado Realty Trust
 7,357 $289,130

All Filings in ARE

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $506,831 9,590
2026-03-31 $315,887 6,805
2025-12-31 $240,491 4,914
2025-09-30 $419,449 5,033
2025-06-30 $239,461 3,297
2025-03-31 $219,156 2,369
2024-12-31 $109,157 1,119
2024-09-30 $45,362 382
2024-06-30 $16,609 142
2024-03-31 $128 1
2023-12-31 $6,084 48
2023-09-30 $1,701 17
2022-12-31 $11,362 78
2022-09-30 $10,934 78
2022-06-30 $12,327 85
2022-03-31 $19,118 95
2021-12-31 $17,390 78
2021-09-30 $14,903 78
2021-06-30 $14,191 78
2021-03-31 $16,101 98
2020-12-31 $13,901 78