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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
Q2 		$465K Buy
8,797
+137
+2% +$6.55K 0.16% 125
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
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

Brown Financial Advisors's ARE Position: Q2 2026 in Review

Brown Financial Advisors increased its Alexandria Real Estate Equities (ARE) stake by 1.6% in Q2 2026, buying an estimated $6.55K and bringing the position to 8,797 shares worth $465K. The position accounts for 0.16% of the portfolio, ranked #125.

Brown Financial Advisors first reported a position in ARE in Q2 2024 and has held it in 7 quarters since. The position peaked at $696K in Q2 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Brown Financial Advisors held 8,797 shares of Alexandria Real Estate Equities worth $465K as of Q2 2026.
  • Brown Financial Advisors bought 137 Alexandria Real Estate Equities shares in Q2 2026, an estimated $6.55K.
  • Alexandria Real Estate Equities made up 0.16% of Brown Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • Brown Financial Advisors first reported a position in Alexandria Real Estate Equities in Q2 2024 and has held it in 7 quarters since.
  • Brown Financial Advisors's Alexandria Real Estate Equities position peaked at $696K in Q2 2024.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.