JONES FINANCIAL COMPANIES LLLP
Position in ARE — Alexandria Real Estate Equities, Inc.
CIK 815917
DES PERES, MO
Position in ARE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$315,887
+$75,396 QoQ
Shares Held
6,805
+38.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $25,573,215 across 15 REIT - Office names. ARE ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
|
481,591 | $14,736,684 | |
| 2 | BXP |
BXP, Inc.
|
164,140 | $8,518,866 | |
| 3 | KRC |
Kilroy Realty Corp
|
38,652 | $1,090,372 | |
| 4 | SLG |
Sl Green Realty Corp
|
13,656 | $504,452 | |
| 5 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
6,805 | $315,887 | |
| 6 | CUZ |
Cousins Properties Inc
|
4,982 | $112,443 | |
| 7 | VNO |
Vornado Realty Trust
|
4,204 | $109,261 | |
| 8 | HIW |
Highwoods Properties, Inc.
|
3,856 | $82,556 |
All Filings in ARE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,887 | 6,805 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $240,491 | 4,914 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $419,449 | 5,033 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $239,461 | 3,297 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $219,156 | 2,369 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $109,157 | 1,119 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $45,362 | 382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,609 | 142 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $128 | 1 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,084 | 48 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,701 | 17 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $11,362 | 78 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,934 | 78 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,327 | 85 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $19,118 | 95 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $17,390 | 78 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,903 | 78 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,191 | 78 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $16,101 | 98 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $13,901 | 78 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||