Bank Julius Baer & Co
ARE icon

Bank Julius Baer & Co’s Alexandria Real Estate Equities ARE Stock Holding History

Bank Julius Baer & Co’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 		$34.8K Hold
750
– – ﹤0.01% 622
2025
Q4 		$36.7K Hold
750
– – ﹤0.01% 596
2025
Q3 		$62.5K Hold
750
– – ﹤0.01% 577
2025
Q2 		$54.5K Hold
750
– – ﹤0.01% 539
2025
Q1 		$69.4K Buy
750
+70
+10% +$6.86K ﹤0.01% 517
2024
Q4 		$73.2K Sell
680
-1,661
-71% -$182K ﹤0.01% 508
2024
Q3 		$292K Buy
2,341
+139
+6% +$16.6K ﹤0.01% 370
2024
Q2 		$282K Sell
2,202
-56
-2% -$6.67K ﹤0.01% 325
2024
Q1 		$289K Sell
2,258
-31
-1% -$3.82K ﹤0.01% 365
2023
Q4 		$290K Buy
2,289
+1,732
+311% +$186K ﹤0.01% 371
2023
Q3 		$56K Sell
557
-1,073
-66% -$125K ﹤0.01% 459
2023
Q2 		$185K Sell
1,630
-1,406
-46% -$167K ﹤0.01% 413
2023
Q1 		$381K Sell
3,036
-24
-0.8% -$3.53K ﹤0.01% 374
2022
Q4 		$446K Sell
3,060
-1,489
-33% -$215K ﹤0.01% 353
2022
Q3 		$638K Sell
4,549
-2,469
-35% -$379K ﹤0.01% 310
2022
Q2 		$1.02M Buy
7,018
+496
+8% +$84.2K 0.01% 274
2022
Q1 		$1.31M Sell
6,522
-793
-11% -$155K 0.01% 257
2021
Q4 		$1.63M Buy
7,315
+819
+13% +$170K 0.01% 294
2021
Q3 		$1.24M Buy
6,496
+2,599
+67% +$517K 0.01% 305
2021
Q2 		$709K Sell
3,897
-236
-6% -$42.2K ﹤0.01% 400
2021
Q1 		$679K Buy
4,133
+121
+3% +$20.2K 0.01% 389
2020
Q4 		$715K Sell
4,012
-64
-2% -$10.6K 0.01% 395
2020
Q3 		$652K Buy
4,076
+382
+10% +$63.8K 0.01% 347
2020
Q2 		$599K Buy
+3,694
New +$565K 0.01% 336

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank Julius Baer & Co's ARE Position: Q1 2026 in Review

Bank Julius Baer & Co held its Alexandria Real Estate Equities (ARE) position steady in Q1 2026 at 750 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Bank Julius Baer & Co first reported a position in ARE in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q4 2021. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Bank Julius Baer & Co held 750 shares of Alexandria Real Estate Equities worth $34.8K as of Q1 2026.
  • Bank Julius Baer & Co left its Alexandria Real Estate Equities share count unchanged in Q1 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #622 holding.
  • Bank Julius Baer & Co first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Alexandria Real Estate Equities position peaked at $1.63M in Q4 2021.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.