AWA
ARE icon

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
Q2 		$662K Buy
12,523
+1,696
+16% +$81.1K 0.01% 977
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's ARE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Alexandria Real Estate Equities (ARE) stake by 16% in Q2 2026, buying an estimated $81.1K and bringing the position to 12,523 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #977.

Arkadios Wealth Advisors first reported a position in ARE in Q2 2020 and has held it in 17 quarters since. The position peaked at $701K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Arkadios Wealth Advisors held 12,523 shares of Alexandria Real Estate Equities worth $662K as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,696 Alexandria Real Estate Equities shares in Q2 2026, an estimated $81.1K.
  • Alexandria Real Estate Equities made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #977 holding.
  • Arkadios Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's Alexandria Real Estate Equities position peaked at $701K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.