AG
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Advocate Group’s Alexandria Real Estate Equities ARE Stock Holding History

Advocate Group’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 		– Sell
-27,336
Closed -$1.27M – 124
2026
Q1 		$1.27M Sell
27,336
-15,097
-36% -$796K 0.2% 81
2025
Q4 		$2.08M Sell
42,433
-14,212
-25% -$836K 0.34% 71
2025
Q3 		$4.72M Buy
56,645
+7,800
+16% +$625K 0.78% 54
2025
Q2 		$3.55M Buy
48,845
+11,449
+31% +$851K 0.63% 59
2025
Q1 		$3.46M Buy
37,396
+6,459
+21% +$633K 0.63% 59
2024
Q4 		$3.02M Buy
30,937
+1,929
+7% +$211K 0.57% 61
2024
Q3 		$3.44M Buy
29,008
+2,807
+11% +$334K 0.62% 60
2024
Q2 		$3.06M Buy
26,201
+7,781
+42% +$927K 0.62% 61
2024
Q1 		$2.37M Buy
18,420
+14,900
+423% +$1.84M 0.47% 64
2023
Q4 		$446K Buy
+3,520
New +$379K 0.1% 95

Other funds holding ARE

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Advocate Group's ARE Position: Q2 2026 in Review

Advocate Group sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 27,336 shares — an estimated $1.27M sold.

Advocate Group first reported a position in ARE in Q4 2023 and held it in 10 quarters. The position peaked at $4.72M in Q3 2025. 196 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Advocate Group reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
  • Advocate Group sold 27,336 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.27M.
  • Advocate Group first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 10 quarters.
  • Advocate Group's Alexandria Real Estate Equities position peaked at $4.72M in Q3 2025.
  • 196 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.