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

Activest 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 		$211 Buy
+4
New +$191 ﹤0.01% 1161
2025
Q4 		– Sell
-22
Closed -$1.83K – 1135
2025
Q3 		$1.83K Buy
22
+3
+16% +$240 ﹤0.01% 792
2025
Q2 		$1.38K Buy
19
+13
+217% +$966 ﹤0.01% 733
2025
Q1 		$555 Buy
+6
New +$588 ﹤0.01% 840

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 4 shares worth $211. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in ARE as recently as Q3 2025.

Activest Wealth Management first reported a position in ARE in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.83K in Q3 2025. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Activest Wealth Management held 4 shares of Alexandria Real Estate Equities worth $211 as of Q2 2026.
  • Alexandria Real Estate Equities was a new Activest Wealth Management position in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1161 holding.
  • Activest Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Alexandria Real Estate Equities position peaked at $1.83K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.