AWC
ARE icon

Abundance Wealth Counselors’s Alexandria Real Estate Equities ARE Stock Holding History

Abundance Wealth Counselors’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
Q1 		$1.62M Buy
34,958
+13,720
+65% +$724K 0.23% 64
2025
Q4 		$1.04M Buy
21,238
+1,190
+6% +$70K 0.18% 91
2025
Q3 		$1.67M Buy
20,048
+242
+1% +$19.4K 0.29% 58
2025
Q2 		$1.5M Buy
19,806
+4,399
+29% +$327K 0.28% 63
2025
Q1 		$1.47M Buy
15,407
+2,641
+21% +$259K 0.31% 63
2024
Q4 		$1.25M Sell
12,766
-602
-5% -$66K 0.27% 58
2024
Q3 		$1.59M Buy
13,368
+151
+1% +$18K 0.33% 52
2024
Q2 		$1.55M Buy
13,217
+245
+2% +$29.2K 0.71% 26
2024
Q1 		$1.67M Buy
12,972
+1,975
+18% +$243K 0.38% 45
2023
Q4 		$1.39M Buy
10,997
+499
+5% +$53.7K 0.36% 50
2023
Q3 		$1.05M Buy
+10,498
New +$1.22M 0.3% 59
2023
Q2 		– Sell
-10,607
Closed -$1.33M – 70
2023
Q1 		$1.33M Buy
10,607
+2,792
+36% +$410K 0.34% 46
2022
Q4 		$1.14M Buy
7,815
+99
+1% +$14.3K 0.31% 58
2022
Q3 		$1.08M Sell
7,716
-71
-0.9% -$10.9K 0.31% 52
2022
Q2 		$1.13M Buy
7,787
+599
+8% +$102K 0.31% 53
2022
Q1 		$1.45M Sell
7,188
-481
-6% -$93.9K 0.39% 44
2021
Q4 		$1.71M Buy
+7,669
New +$1.59M 0.44% 31
2021
Q3 		– Sell
-8,681
Closed -$1.58M – 49
2021
Q2 		$1.58M Buy
8,681
+2,777
+47% +$497K 0.41% 27
2021
Q1 		$970K Buy
5,904
+1,000
+20% +$167K 0.24% 46
2020
Q4 		$874K Buy
4,904
+384
+8% +$63.5K 0.22% 44
2020
Q3 		$723K Sell
4,520
-778
-15% -$130K 0.21% 46
2020
Q2 		$860K Buy
+5,298
New +$810K 0.26% 30

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abundance Wealth Counselors's ARE Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Alexandria Real Estate Equities (ARE) stake by 65% in Q1 2026, buying an estimated $724K and bringing the position to 34,958 shares worth $1.62M. The position accounts for 0.23% of the portfolio, ranked #64.

Abundance Wealth Counselors first reported a position in ARE in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.71M in Q4 2021. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Abundance Wealth Counselors held 34,958 shares of Alexandria Real Estate Equities worth $1.62M as of Q1 2026.
  • Abundance Wealth Counselors bought 13,720 Alexandria Real Estate Equities shares in Q1 2026, an estimated $724K.
  • Alexandria Real Estate Equities made up 0.23% of Abundance Wealth Counselors's portfolio in Q1 2026, its #64 holding.
  • Abundance Wealth Counselors first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 22 quarters since.
  • Abundance Wealth Counselors's Alexandria Real Estate Equities position peaked at $1.71M in Q4 2021.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.