Bruce G. Allen Investments’s Alexandria Real Estate Equities ARE Stock Holding History

Bruce G. Allen Investments’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	$28.7K	Buy	619 +312	+102%	+$16.5K	0.02%	346
2025 Q4	$15K	Sell	307 -44	-13%	-$2.59K	0.01%	428
2025 Q3	$29.3K	Buy	351 +17	+5%	+$1.36K	0.02%	342
2025 Q2	$24.3K	Sell	334 -114	-25%	-$8.47K	0.02%	366
2025 Q1	$41.4K	Sell	448 -66	-13%	-$6.46K	0.03%	281
2024 Q4	$50.1K	Buy	514 +28	+6%	+$3.07K	0.04%	257
2024 Q3	$57.7K	Sell	486 -2	-0.4%	-$238	0.04%	232
2024 Q2	$57.1K	Buy	488 +3	+0.6%	+$358	0.05%	220
2024 Q1	$62.5K	Buy	485 +13	+3%	+$1.6K	0.05%	204
2023 Q4	$59.8K	Buy	+472	New	+$50.8K	0.05%	208

Other funds holding ARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bruce G. Allen Investments's ARE Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Alexandria Real Estate Equities (ARE) stake by 102% in Q1 2026, buying an estimated $16.5K and bringing the position to 619 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #346.

Bruce G. Allen Investments first reported a position in ARE in Q4 2023 and has held it in 10 quarters since. The position peaked at $62.5K in Q1 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Bruce G. Allen Investments held 619 shares of Alexandria Real Estate Equities worth $28.7K as of Q1 2026.
Bruce G. Allen Investments bought 312 Alexandria Real Estate Equities shares in Q1 2026, an estimated $16.5K.
Alexandria Real Estate Equities made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #346 holding.
Bruce G. Allen Investments first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Alexandria Real Estate Equities position peaked at $62.5K in Q1 2024.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.