Beacon Pointe Advisors’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
$1.27M Buy
24,090
+1,735
+8% +$83K 0.01% 937
2026
Q1
$1.04M Buy
22,355
+4,870
+28% +$257K 0.01% 981
2025
Q4
$856K Sell
17,485
-259
-1% -$15.2K 0.01% 880
2025
Q3
$1.48M Buy
17,744
+2,966
+20% +$238K 0.01% 620
2025
Q2
$1.07M Buy
14,778
+6,255
+73% +$465K 0.01% 651
2025
Q1
$788K Buy
+8,523
New +$835K 0.01% 700

Other funds holding ARE

Beacon Pointe Advisors's ARE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Alexandria Real Estate Equities (ARE) stake by 7.8% in Q2 2026, buying an estimated $83K and bringing the position to 24,090 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #937.

Beacon Pointe Advisors first reported a position in ARE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.48M in Q3 2025. 596 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Beacon Pointe Advisors held 24,090 shares of Alexandria Real Estate Equities worth $1.27M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,735 Alexandria Real Estate Equities shares in Q2 2026, an estimated $83K.
  • Alexandria Real Estate Equities made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #937 holding.
  • Beacon Pointe Advisors first reported a position in Alexandria Real Estate Equities in Q1 2025 and has held it in 6 quarters since.
  • Beacon Pointe Advisors's Alexandria Real Estate Equities position peaked at $1.48M in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.