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CAPTRUST FINANCIAL ADVISORS: ARE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ARE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 64,575 ARE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,575 shares
    Change vs previous 13F +42,014 shares

    0.01% of the 13F portfolio, value $3,412,785.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,561 shares
    Change vs previous 13F +15,430 shares

    <0.01% of the 13F portfolio, value $1,047,258.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,131 shares
    Change vs previous 13F -25,926 shares

    <0.01% of the 13F portfolio, value $348,992.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,057 shares
    Change vs previous 13F +5,911 shares

    0.01% of the 13F portfolio, value $2,754,991.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,146 shares
    Change vs previous 13F +6,513 shares

    <0.01% of the 13F portfolio, value $1,971,625.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,633 shares
    Change vs previous 13F +6,780 shares

    <0.01% of the 13F portfolio, value $1,908,773.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,853 shares
    Change vs previous 13F -1,645 shares

    <0.01% of the 13F portfolio, value $1,351,375.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,840,440.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).