Activest Wealth Management
ARE icon

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
Q3 		– Sell
-4
Closed -$211 – 1079
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Activest Wealth Management's ARE Position: Q3 2026 in Review

Activest Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2026, closing a stake of 4 shares — an estimated $211 sold.

Activest Wealth Management first reported a position in ARE in Q1 2025 and held it in 4 quarters. The position peaked at $1.83K in Q3 2025. 276 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • Activest Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 4 Alexandria Real Estate Equities shares in Q3 2026, an estimated $211.
  • Activest Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 4 quarters.
  • Activest Wealth Management's Alexandria Real Estate Equities position peaked at $1.83K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.