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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

ARE holding history

Alexandria Real Estate Equities, Inc. in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARE overviewAll 13F holders of AREFull Q2 2026 holdings

Shares (Q2 2026)
9
Value
$447
% of portfolio
<0.1%
Quarters held
10
Since Q2 2023
Holdings of ARE by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269$447<0.1%+4+80.0%AddedHolders
Q1 20265$219<0.1%−13−72.2%ReducedHolders
Q4 202518$983<0.1%−343−95.0%ReducedHolders
Q3 2025361$2.01K<0.1%+355+5,916.7%AddedHolders
Q2 20256$469<0.1%+6NewHolders
Q1 20250$00.0%−14−100.0%Sold outHolders
Q4 202414$1.43K<0.1%+7+100.0%AddedHolders
Q3 20247$782<0.1%+4+133.3%AddedHolders
Q2 20243$337<0.1%+3NewHolders
Q4 20230$00.0%−10−100.0%Sold outHolders
Q3 202310$1.05K<0.1%00.0%UnchangedHolders
Q2 202310$1.18K<0.1%–No prior filingHolders