Position in DEI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,268
-$545 QoQ
Shares Held
347
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Crewe Advisors LLC holds $4,016 across 1 REIT - Office name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
76 | $4,016 |
All Filings in DEI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,268 | 347 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,813 | 347 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,402 | 347 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,218 | 347 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,552 | 347 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,440 | 347 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $4,812 | 347 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||