Advisornet Financial’s Alexandria Real Estate Equities ARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.63K Sell
144
-8
-5% -$383 ﹤0.01% 1670
2026
Q1
$7.06K Buy
152
+130
+591% +$6.86K ﹤0.01% 1646
2025
Q4
$1.08K Buy
22
+12
+120% +$706 ﹤0.01% 1983
2025
Q3
$833 Sell
10
-94
-90% -$7.53K ﹤0.01% 1993
2025
Q2
$7.55K Sell
104
-166
-61% -$12.3K ﹤0.01% 1566
2025
Q1
$25K Buy
270
+31
+13% +$3.04K ﹤0.01% 1125
2024
Q4
$23.3K Buy
239
+231
+2,888% +$25.3K ﹤0.01% 1092
2024
Q3
$950 Sell
8
-6
-43% -$715 ﹤0.01% 1950
2024
Q2
$1.64K Sell
14
-10
-42% -$1.19K ﹤0.01% 1672
2024
Q1
$3.09K Buy
24
+20
+500% +$2.46K ﹤0.01% 1527
2023
Q4
$507 Buy
+4
New +$431 ﹤0.01% 2097
2023
Q3
– Sell
-29
Closed -$3.29K – 2289
2023
Q2
$3.29K Sell
29
-44
-60% -$5.24K ﹤0.01% 1606
2023
Q1
$9.17K Sell
73
-39
-35% -$5.73K ﹤0.01% 1331
2022
Q4
$16.3K Buy
112
+73
+187% +$10.6K ﹤0.01% 1125
2022
Q3
$5K Buy
39
+11
+39% +$1.69K ﹤0.01% 1499
2022
Q2
$4K Buy
28
+4
+17% +$679 ﹤0.01% 1530
2022
Q1
$5K Buy
24
+19
+380% +$3.71K ﹤0.01% 1601
2021
Q4
$1K Buy
+5
New +$1.03K ﹤0.01% 1885

Other funds holding ARE

Advisornet Financial's ARE Position: Q2 2026 in Review

Advisornet Financial reduced its Alexandria Real Estate Equities (ARE) stake by 5.3% in Q2 2026, selling an estimated $383 and leaving 144 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Advisornet Financial first reported a position in ARE in Q4 2021 and has held it in 18 quarters since. The position peaked at $25K in Q1 2025. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Advisornet Financial held 144 shares of Alexandria Real Estate Equities worth $7.63K as of Q2 2026.
  • Advisornet Financial sold 8 Alexandria Real Estate Equities shares in Q2 2026, an estimated $383.
  • Alexandria Real Estate Equities made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1670 holding.
  • Advisornet Financial first reported a position in Alexandria Real Estate Equities in Q4 2021 and has held it in 18 quarters since.
  • Advisornet Financial's Alexandria Real Estate Equities position peaked at $25K in Q1 2025.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.