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BOK Financial Private Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

BOK Financial Private Wealth’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 		$1.18K Buy
+22
New +$1.05K ﹤0.01% 683
2025
Q1 		– Sell
-7
Closed -$693 – 483
2024
Q4 		$693 Buy
+7
New +$767 ﹤0.01% 551
2023
Q2 		– Sell
-11
Closed -$1.4K – 365
2023
Q1 		$1.4K Buy
+11
New +$1.62K ﹤0.01% 447

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

BOK Financial Private Wealth's ARE Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 22 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in ARE as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in ARE in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.4K in Q1 2023. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • BOK Financial Private Wealth held 22 shares of Alexandria Real Estate Equities worth $1.18K as of Q2 2026.
  • Alexandria Real Estate Equities was a new BOK Financial Private Wealth position in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #683 holding.
  • BOK Financial Private Wealth first reported a position in Alexandria Real Estate Equities in Q1 2023 and has held it in 3 quarters since.
  • BOK Financial Private Wealth's Alexandria Real Estate Equities position peaked at $1.4K in Q1 2023.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.