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Brookwood Investment Group’s Alexandria Real Estate Equities ARE Stock Holding History

Brookwood Investment Group’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 		$759K Buy
14,359
+748
+5% +$35.8K 0.09% 233
2026
Q1 		$632K Sell
13,611
-186
-1% -$9.81K 0.08% 239
2025
Q4 		$675K Buy
13,797
+6,048
+78% +$356K 0.08% 228
2025
Q3 		$646K Buy
7,749
+619
+9% +$49.6K 0.08% 220
2025
Q2 		$518K Buy
7,130
+3,076
+76% +$229K 0.08% 225
2025
Q1 		$375K Buy
+4,054
New +$397K 0.06% 271

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 $3.37T AUM 44.26% 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

Brookwood Investment Group's ARE Position: Q2 2026 in Review

Brookwood Investment Group increased its Alexandria Real Estate Equities (ARE) stake by 5.5% in Q2 2026, buying an estimated $35.8K and bringing the position to 14,359 shares worth $759K. The position accounts for 0.09% of the portfolio, ranked #233.

Brookwood Investment Group first reported a position in ARE in Q1 2025 and has held it in 6 quarters since. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Brookwood Investment Group held 14,359 shares of Alexandria Real Estate Equities worth $759K as of Q2 2026.
  • Brookwood Investment Group bought 748 Alexandria Real Estate Equities shares in Q2 2026, an estimated $35.8K.
  • Alexandria Real Estate Equities made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #233 holding.
  • Brookwood Investment Group first reported a position in Alexandria Real Estate Equities in Q1 2025 and has held it in 6 quarters since.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.