Bartlett & Co Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.75K Buy
126
+114
+950% +$5.45K ﹤0.01% 1051
2026
Q1
$494 Sell
12
-192
-94% -$10.1K ﹤0.01% 1173
2025
Q4
$10.1K Buy
+204
New +$12K ﹤0.01% 920
2025
Q2
Sell
-1
Closed -$94 1247
2025
Q1
$94 Buy
+1
New +$98 ﹤0.01% 1206
2024
Q2
Sell
-4
Closed -$521 1137
2024
Q1
$521 Buy
+4
New +$493 ﹤0.01% 1082

Other funds holding ARE

Bartlett & Co Wealth Management's ARE Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 950% in Q2 2026, buying an estimated $5.45K and bringing the position to 126 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Bartlett & Co Wealth Management first reported a position in ARE in Q1 2024 and has held it in 5 quarters since. The position peaked at $10.1K in Q4 2025. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Bartlett & Co Wealth Management held 126 shares of Alexandria Real Estate Equities worth $6.75K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 114 Alexandria Real Estate Equities shares in Q2 2026, an estimated $5.45K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1051 holding.
  • Bartlett & Co Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's Alexandria Real Estate Equities position peaked at $10.1K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.