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

AE 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	$203K	Buy	+3,840	New	+$184K	﹤0.01%	1718
2025 Q4	–	Sell	-3,053	Closed	-$254K	–	2460
2025 Q3	$254K	Buy	3,053 +298	+11%	+$23.9K	﹤0.01%	1264
2025 Q2	$200K	Buy	2,755 +12	+0.4%	+$891	﹤0.01%	1311
2025 Q1	$254K	Buy	2,743 +294	+12%	+$28.8K	﹤0.01%	1165
2024 Q4	$239K	Buy	+2,449	New	+$268K	﹤0.01%	1194
2023 Q4	–	Sell	-4,069	Closed	-$407K	–	2052
2023 Q3	$407K	Buy	+4,069	New	+$473K	﹤0.01%	1487
2023 Q2	–	Sell	-4,760	Closed	-$598K	–	1899
2023 Q1	$598K	Buy	+4,760	New	+$699K	﹤0.01%	1255
2022 Q1	–	Sell	-1,484	Closed	-$331K	–	1667
2021 Q4	$331K	Buy	1,484 +168	+13%	+$34.8K	﹤0.01%	1406
2021 Q3	$251K	Buy	1,316 +18	+1%	+$3.58K	﹤0.01%	1432
2021 Q2	$236K	Buy	+1,298	New	+$232K	﹤0.01%	1437
2021 Q1	–	Sell	-2,050	Closed	-$365K	–	1479
2020 Q4	$365K	Buy	2,050 +149	+8%	+$24.6K	﹤0.01%	1067
2020 Q3	$304K	Buy	+1,901	New	+$317K	﹤0.01%	1032

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 $3.38T AUM 44.17% 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

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

AE Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 3,840 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1718 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in ARE as recently as Q3 2025.

AE Wealth Management first reported a position in ARE in Q3 2020 and has held it in 12 quarters since. The position peaked at $598K in Q1 2023. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

AE Wealth Management held 3,840 shares of Alexandria Real Estate Equities worth $203K as of Q2 2026.
Alexandria Real Estate Equities was a new AE Wealth Management position in Q2 2026.
Alexandria Real Estate Equities made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1718 holding.
AE Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2020 and has held it in 12 quarters since.
AE Wealth Management's Alexandria Real Estate Equities position peaked at $598K in Q1 2023.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.