Clearstead Advisors, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 842775 CLEVELAND, OH

Position in ARE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$59,773

+$52,810 QoQ

Shares Held

1,131

+654.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#459

of 591 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Advisors, LLC holds $176,916 across 17 REIT - Office names. ARE ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc. This page	1,131	$59,773
2	BXP	BXP, Inc.	817	$54,175
3	KRC	Kilroy Realty Corp	613	$22,969
4	VNO	Vornado Realty Trust	365	$14,344
5	CUZ	Cousins Properties Inc	321	$9,623
6	CDP	Copt Defense Properties	149	$5,422
7	HPP	Hudson Pacific Properties, Inc.	162	$2,460
8	DEI	Douglas Emmett Inc	196	$2,312

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,773	1,131	+654.0%	Shares	Sole	2026-08-06
2026-03-31	$6,963	150	-70.9%	Shares	Sole	2026-05-06
2025-12-31	$25,253	516	-60.7%	Shares	Sole	2026-02-09
2025-09-30	$109,508	1,314	+25.3%	Shares	Sole	2025-11-10
2025-06-30	$76,188	1,049	+71.1%	Shares	Sole	2025-08-08
2025-03-31	$56,708	613	+134.9%	Shares	Sole	2025-05-13
2024-12-31	$25,460	261	-12.1%	Shares	Sole	2025-02-10
2024-09-30	$35,268	297	+182.9%	Shares	Sole	2024-11-13
2024-06-30	$12,281	105	+101.9%	Shares	Sole	2024-08-12
2024-03-31	$6,703	52	-24.6%	Shares	Sole	2024-05-14
2023-12-31	$8,747	69	+146.4%	Shares	Sole	2024-02-12
2023-06-30	$3,177	28	-66.3%	Shares	Sole	2023-08-07
2023-03-31	$10,423	83	0.0%	Shares	Sole	2023-05-09
2022-12-31	$12,090	83	0.0%	Shares	Sole	2023-02-14
2022-09-30	$11,635	83	+159.4%	Shares	Sole	2022-11-15
2021-09-30	$6,114	32	+88.2%	Shares	Sole	2021-11-12
2021-06-30	$3,092	17	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.