Abound Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Abound Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-36	Closed	-$1.67K	–	1374
2026 Q1	$1.67K	Sell	36 -12	-25%	-$633	﹤0.01%	934
2025 Q4	$2.35K	Buy	48 +12	+33%	+$706	﹤0.01%	821
2025 Q3	$3K	Hold	36	–	–	﹤0.01%	745
2025 Q2	$2.62K	Hold	36	–	–	﹤0.01%	708
2025 Q1	$3.33K	Hold	36	–	–	﹤0.01%	619
2024 Q4	$3.52K	Hold	36	–	–	﹤0.01%	600
2024 Q3	$4.28K	Hold	36	–	–	﹤0.01%	573
2024 Q2	$4.22K	Hold	36	–	–	﹤0.01%	533
2024 Q1	$4.65K	Hold	36	–	–	﹤0.01%	544
2023 Q4	$4.57K	Sell	36 -4	-10%	-$431	﹤0.01%	531
2023 Q3	$4.01K	Buy	40 +2	+5%	+$232	﹤0.01%	507
2023 Q2	$4.32K	Buy	38 +2	+6%	+$238	﹤0.01%	522
2023 Q1	$4.53K	Buy	36 +30	+500%	+$4.41K	﹤0.01%	432
2022 Q4	$882	Hold	6	–	–	﹤0.01%	625
2022 Q3	$849	Buy	+6	New	+$921	﹤0.01%	623

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's ARE Position: Q2 2026 in Review

Abound Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 36 shares — an estimated $1.67K sold.

Abound Wealth Management first reported a position in ARE in Q3 2022 and held it in 15 quarters. The position peaked at $4.65K in Q1 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Abound Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 36 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.67K.
Abound Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Alexandria Real Estate Equities position peaked at $4.65K in Q1 2024.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.