Action Point Financial Planning’s Alexandria Real Estate Equities ARE Stock Holding History

Action Point Financial Planning’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	$1.11K	Buy	+21	New	+$1K	﹤0.01%	2455

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 $3.37T AUM 44.26% 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

Action Point Financial Planning's ARE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 21 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #2455 among its holdings.

591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Action Point Financial Planning held 21 shares of Alexandria Real Estate Equities worth $1.11K as of Q2 2026.
Alexandria Real Estate Equities was a new Action Point Financial Planning position in Q2 2026.
Alexandria Real Estate Equities made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2455 holding.
591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.