Institutional Owners for ARE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TURTLE CREEK WEALTH ADVISORS LLC REIT 951 $22,058 174 0.00 174 +Inf 12-31-2023
MV CAPITAL MANAGEMENT INC COM 952 $20,755 161 0.00 0.00 3 1.90 03-31-2024
SALEM INVESTMENT COUNSELORS INC COM 953 $20,959 161 0.00 161 +Inf 03-31-2024
ALLWORTH FINANCIAL LP COM 954 $18,050 159 0.00 0.00 5 3.25 06-30-2023
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