Brown Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Brown Financial 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 Q1	$402K	Sell	8,660 -428	-5%	-$22.6K	0.15%	130
2025 Q4	$445K	Buy	+9,088	New	+$535K	0.16%	125
2025 Q2	–	Sell	-4,528	Closed	-$419K	–	139
2025 Q1	$419K	Buy	4,528 +112	+3%	+$11K	0.17%	121
2024 Q4	$431K	Buy	4,416 +929	+27%	+$102K	0.17%	112
2024 Q3	$414K	Sell	3,487 -2,465	-41%	-$294K	0.17%	121
2024 Q2	$696K	Buy	+5,952	New	+$709K	0.31%	106

Other funds holding ARE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Brown Financial Advisors's ARE Position: Q1 2026 in Review

Brown Financial Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 4.7% in Q1 2026, selling an estimated $22.6K and leaving 8,660 shares worth $402K. The position accounts for 0.15% of the portfolio, ranked #130.

Brown Financial Advisors first reported a position in ARE in Q2 2024 and has held it in 6 quarters since. The position peaked at $696K in Q2 2024. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Brown Financial Advisors held 8,660 shares of Alexandria Real Estate Equities worth $402K as of Q1 2026.
Brown Financial Advisors sold 428 Alexandria Real Estate Equities shares in Q1 2026, an estimated $22.6K.
Alexandria Real Estate Equities made up 0.15% of Brown Financial Advisors's portfolio in Q1 2026, its #130 holding.
Brown Financial Advisors first reported a position in Alexandria Real Estate Equities in Q2 2024 and has held it in 6 quarters since.
Brown Financial Advisors's Alexandria Real Estate Equities position peaked at $696K in Q2 2024.
569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.