AWA
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Arkadios Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Arkadios Wealth Advisors’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 		$503K Buy
10,827
+1,182
+12% +$62.4K 0.01% 1107
2025
Q4 		$472K Buy
9,645
+1,237
+15% +$72.8K 0.01% 1040
2025
Q3 		$701K Buy
8,408
+2,672
+47% +$214K 0.02% 793
2025
Q2 		$417K Buy
5,736
+443
+8% +$32.9K 0.01% 923
2025
Q1 		$490K Buy
5,293
+844
+19% +$82.7K 0.02% 714
2024
Q4 		$434K Buy
4,449
+256
+6% +$28.1K 0.02% 602
2024
Q3 		$498K Buy
4,193
+1,510
+56% +$180K 0.03% 539
2024
Q2 		$314K Buy
+2,683
New +$320K 0.02% 623
2023
Q1 		– Sell
-1,730
Closed -$252K – 606
2022
Q4 		$252K Buy
1,730
+73
+4% +$10.6K 0.03% 451
2022
Q3 		$232K Buy
+1,657
New +$254K 0.04% 447
2021
Q4 		– Sell
-619
Closed -$118K – 645
2021
Q3 		$118K Buy
619
+103
+20% +$20.5K 0.02% 640
2021
Q2 		$94K Buy
516
+360
+231% +$64.4K 0.01% 732
2021
Q1 		$25K Buy
156
+68
+77% +$11.3K ﹤0.01% 905
2020
Q4 		$15K Sell
88
-388
-82% -$64.1K ﹤0.01% 834
2020
Q3 		$77.2K Buy
476
+92
+24% +$15.4K 0.04% 333
2020
Q2 		$62.8K Buy
+384
New +$58.7K 0.03% 336

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's ARE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Alexandria Real Estate Equities (ARE) stake by 12% in Q1 2026, buying an estimated $62.4K and bringing the position to 10,827 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #1107.

Arkadios Wealth Advisors first reported a position in ARE in Q2 2020 and has held it in 16 quarters since. The position peaked at $701K in Q3 2025. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Arkadios Wealth Advisors held 10,827 shares of Alexandria Real Estate Equities worth $503K as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,182 Alexandria Real Estate Equities shares in Q1 2026, an estimated $62.4K.
  • Alexandria Real Estate Equities made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1107 holding.
  • Arkadios Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Alexandria Real Estate Equities position peaked at $701K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.