Anchor Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Anchor Investment 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 Q1	$35.1K	Buy	757 +8	+1%	+$422	﹤0.01%	639
2025 Q4	$36.7K	Sell	749 -1,436	-66%	-$84.5K	﹤0.01%	640
2025 Q3	$182K	Sell	2,185 -22	-1%	-$1.76K	0.02%	400
2025 Q2	$160K	Buy	2,207 +522	+31%	+$38.8K	0.01%	406
2025 Q1	$156K	Buy	+1,685	New	+$165K	0.01%	398
2024 Q2	–	Sell	-6	Closed	-$773	–	1006
2024 Q1	$773	Buy	+6	New	+$739	﹤0.01%	1000
2022 Q2	–	Sell	-785	Closed	-$158K	–	976
2022 Q1	$158K	Hold	785	–	–	0.02%	408
2021 Q4	$175K	Hold	785	–	–	0.02%	398
2021 Q3	$150K	Buy	785 +100	+15%	+$19.9K	0.02%	398
2021 Q2	$125K	Buy	685 +85	+14%	+$15.2K	0.02%	428
2021 Q1	$98.6K	Buy	+600	New	+$100K	0.02%	439

Other funds holding ARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's ARE Position: Q1 2026 in Review

Anchor Investment Management increased its Alexandria Real Estate Equities (ARE) stake by 1.1% in Q1 2026, buying an estimated $422 and bringing the position to 757 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Anchor Investment Management first reported a position in ARE in Q1 2021 and has held it in 11 quarters since. The position peaked at $182K in Q3 2025. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Anchor Investment Management held 757 shares of Alexandria Real Estate Equities worth $35.1K as of Q1 2026.
Anchor Investment Management bought 8 Alexandria Real Estate Equities shares in Q1 2026, an estimated $422.
Alexandria Real Estate Equities made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #639 holding.
Anchor Investment Management first reported a position in Alexandria Real Estate Equities in Q1 2021 and has held it in 11 quarters since.
Anchor Investment Management's Alexandria Real Estate Equities position peaked at $182K in Q3 2025.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.