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Bell Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Bell Investment 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 		– Sell
-21
Closed -$975 – 1827
2026
Q1 		$975 Sell
21
-77
-79% -$4.06K ﹤0.01% 1559
2025
Q4 		$4.8K Buy
98
+87
+791% +$5.12K ﹤0.01% 986
2025
Q3 		$917 Sell
11
-40
-78% -$3.2K ﹤0.01% 1576
2025
Q2 		$3.71K Buy
51
+20
+65% +$1.49K ﹤0.01% 1121
2025
Q1 		$2.87K Hold
31
– – ﹤0.01% 1164
2024
Q4 		$3.02K Sell
31
-5
-14% -$548 ﹤0.01% 1166
2024
Q3 		$4.28K Sell
36
-5
-12% -$596 ﹤0.01% 1022
2024
Q2 		$4.8K Sell
41
-4
-9% -$477 ﹤0.01% 941
2024
Q1 		$5.8K Buy
45
+4
+10% +$493 ﹤0.01% 843
2023
Q4 		$5.2K Sell
41
-98
-71% -$10.5K ﹤0.01% 863
2023
Q3 		$13.9K Buy
139
+31
+29% +$3.6K ﹤0.01% 393
2023
Q2 		$12.3K Buy
108
+13
+14% +$1.55K ﹤0.01% 442
2023
Q1 		$11.9K Sell
95
-48
-34% -$7.05K ﹤0.01% 430
2022
Q4 		$20.8K Sell
143
-21
-13% -$3.04K 0.01% 296
2022
Q3 		$23K Buy
164
+34
+26% +$5.22K 0.01% 237
2022
Q2 		$19K Buy
+130
New +$22.1K 0.01% 268
2021
Q4 		$28K Buy
124
+4
+3% +$828 0.01% 242
2021
Q3 		$23K Buy
+120
New +$23.9K 0.01% 253

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's ARE Position: Q2 2026 in Review

Bell Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 21 shares — an estimated $975 sold.

Bell Investment Advisors first reported a position in ARE in Q3 2021 and held it in 18 quarters. The position peaked at $28K in Q4 2021. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Bell Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 21 Alexandria Real Estate Equities shares in Q2 2026, an estimated $975.
  • Bell Investment Advisors first reported a position in Alexandria Real Estate Equities in Q3 2021 and held it in 18 quarters.
  • Bell Investment Advisors's Alexandria Real Estate Equities position peaked at $28K in Q4 2021.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.