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 Q2	$39.4K	Sell	746 -11	-1%	-$526	﹤0.01%	656
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 $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 $3.37T AUM 44.26% 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

Anchor Investment Management's ARE Position: Q2 2026 in Review

Anchor Investment Management reduced its Alexandria Real Estate Equities (ARE) stake by 1.5% in Q2 2026, selling an estimated $526 and leaving 746 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Anchor Investment Management first reported a position in ARE in Q1 2021 and has held it in 12 quarters since. The position peaked at $182K in Q3 2025. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Anchor Investment Management held 746 shares of Alexandria Real Estate Equities worth $39.4K as of Q2 2026.
Anchor Investment Management sold 11 Alexandria Real Estate Equities shares in Q2 2026, an estimated $526.
Alexandria Real Estate Equities made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #656 holding.
Anchor Investment Management first reported a position in Alexandria Real Estate Equities in Q1 2021 and has held it in 12 quarters since.
Anchor Investment Management's Alexandria Real Estate Equities position peaked at $182K in Q3 2025.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.