Bogart Wealth LLC’s Alexandria Real Estate Equities ARE Stock Holding History

Bogart Wealth LLC’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	$4.12K	Sell	78 -267	-77%	-$12.8K	﹤0.01%	1260
2026 Q1	$16K	Buy	345 +331	+2,364%	+$17.5K	﹤0.01%	779
2025 Q4	$685	Sell	14 -17	-55%	-$1K	﹤0.01%	1389
2025 Q3	$2.58K	Buy	31 +6	+24%	+$481	﹤0.01%	1104
2025 Q2	$1.82K	Hold	25	–	–	﹤0.01%	1131
2025 Q1	$2.31K	Sell	25 -15	-38%	-$1.47K	﹤0.01%	1042
2024 Q4	$3.9K	Buy	+40	New	+$4.38K	﹤0.01%	946
2024 Q2	–	Sell	-16	Closed	-$2.02K	–	1120
2024 Q1	$2.02K	Hold	16	–	–	﹤0.01%	905
2023 Q4	$1.97K	Buy	16 +1	+7%	+$108	﹤0.01%	900
2023 Q3	$1.53K	Hold	15	–	–	﹤0.01%	917
2023 Q2	$1.72K	Sell	15 -23	-61%	-$2.74K	﹤0.01%	901
2023 Q1	$4.77K	Buy	+38	New	+$5.58K	﹤0.01%	725

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's ARE Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Alexandria Real Estate Equities (ARE) stake by 77% in Q2 2026, selling an estimated $12.8K and leaving 78 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Bogart Wealth LLC first reported a position in ARE in Q1 2023 and has held it in 12 quarters since. The position peaked at $16K in Q1 2026. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Bogart Wealth LLC held 78 shares of Alexandria Real Estate Equities worth $4.12K as of Q2 2026.
Bogart Wealth LLC sold 267 Alexandria Real Estate Equities shares in Q2 2026, an estimated $12.8K.
Alexandria Real Estate Equities made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1260 holding.
Bogart Wealth LLC first reported a position in Alexandria Real Estate Equities in Q1 2023 and has held it in 12 quarters since.
Bogart Wealth LLC's Alexandria Real Estate Equities position peaked at $16K in Q1 2026.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.