AI
ARE icon

Atria Investments’s Alexandria Real Estate Equities ARE Stock Holding History

Atria Investments’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 		$722K Buy
15,563
+6,589
+73% +$348K 0.01% 1250
2025
Q4 		$439K Sell
8,974
-31,968
-78% -$1.88M 0.01% 1522
2025
Q3 		$3.41M Buy
40,942
+1,785
+5% +$143K 0.04% 524
2025
Q2 		$2.84M Buy
39,157
+1,239
+3% +$92K 0.03% 588
2025
Q1 		$3.51M Buy
37,918
+13,649
+56% +$1.34M 0.05% 485
2024
Q4 		$2.37M Sell
24,269
-5,993
-20% -$657K 0.03% 614
2024
Q3 		$3.59M Buy
30,262
+7,551
+33% +$900K 0.04% 461
2024
Q2 		$2.66M Sell
22,711
-2,065
-8% -$246K 0.03% 544
2024
Q1 		$3.19M Buy
24,776
+3,223
+15% +$397K 0.04% 482
2023
Q4 		$2.73M Buy
21,553
+1,708
+9% +$184K 0.04% 480
2023
Q3 		$1.99M Buy
19,845
+1,127
+6% +$131K 0.04% 567
2023
Q2 		$2.12M Sell
18,718
-3,482
-16% -$415K 0.04% 530
2023
Q1 		$2.79M Sell
22,200
-3,846
-15% -$565K 0.05% 429
2022
Q4 		$3.79M Buy
26,046
+6,421
+33% +$929K 0.08% 317
2022
Q3 		$2.75M Sell
19,625
-548
-3% -$84.1K 0.06% 385
2022
Q2 		$2.93M Sell
20,173
-261
-1% -$44.3K 0.06% 382
2022
Q1 		$4.11M Buy
20,434
+603
+3% +$118K 0.07% 329
2021
Q4 		$4.42M Buy
19,831
+803
+4% +$166K 0.08% 315
2021
Q3 		$3.64M Buy
19,028
+1,022
+6% +$203K 0.07% 344
2021
Q2 		$3.28M Buy
18,006
+116
+0.6% +$20.8K 0.06% 349
2021
Q1 		$2.94M Buy
17,890
+907
+5% +$151K 0.07% 346
2020
Q4 		$3.03M Buy
16,983
+4,463
+36% +$738K 0.07% 301
2020
Q3 		$2M Sell
12,520
-12
-0.1% -$2K 0.06% 341
2020
Q2 		$2.03M Buy
12,532
+396
+3% +$60.5K 0.07% 303
2020
Q1 		$1.66M Buy
12,136
+1,952
+19% +$306K 0.13% 160
2019
Q4 		$1.65M Buy
+10,184
New +$1.61M 0.04% 375
2019
Q2 		– Sell
-8,294
Closed -$1.18M – 963
2019
Q1 		$1.18M Buy
8,294
+3,242
+64% +$427K 0.05% 310
2018
Q4 		$582K Sell
5,052
-5,341
-51% -$652K 0.03% 448
2018
Q3 		$1.31M Buy
10,393
+137
+1% +$17.3K 0.05% 332
2018
Q2 		$1.29M Buy
10,256
+162
+2% +$20.2K 0.06% 326
2018
Q1 		$1.26M Sell
10,094
-643
-6% -$79.8K 0.06% 300
2017
Q4 		$1.4M Sell
10,737
-546
-5% -$68.8K 0.07% 266
2017
Q3 		$1.34M Buy
11,283
+9,193
+440% +$1.1M 0.07% 253
2017
Q2 		$252K Sell
2,090
-279
-12% -$32.5K 0.02% 618
2017
Q1 		$262K Buy
2,369
+117
+5% +$13.2K 0.02% 566
2016
Q4 		$250K Buy
2,252
+364
+19% +$39.1K 0.02% 534
2016
Q3 		$205K Buy
+1,888
New +$206K 0.02% 506

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

Atria Investments's ARE Position: Q1 2026 in Review

Atria Investments increased its Alexandria Real Estate Equities (ARE) stake by 73% in Q1 2026, buying an estimated $348K and bringing the position to 15,563 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #1250.

Atria Investments first reported a position in ARE in Q3 2016 and has held it in 37 quarters since. The position peaked at $4.42M in Q4 2021. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Atria Investments held 15,563 shares of Alexandria Real Estate Equities worth $722K as of Q1 2026.
  • Atria Investments bought 6,589 Alexandria Real Estate Equities shares in Q1 2026, an estimated $348K.
  • Alexandria Real Estate Equities made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1250 holding.
  • Atria Investments first reported a position in Alexandria Real Estate Equities in Q3 2016 and has held it in 37 quarters since.
  • Atria Investments's Alexandria Real Estate Equities position peaked at $4.42M in Q4 2021.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.