BGAI
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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
Q2 		$32.1K Sell
608
-11
-2% -$526 0.02% 340
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
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

Bruce G. Allen Investments's ARE Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Alexandria Real Estate Equities (ARE) stake by 1.8% in Q2 2026, selling an estimated $526 and leaving 608 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #340.

Bruce G. Allen Investments first reported a position in ARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.5K in Q1 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Bruce G. Allen Investments held 608 shares of Alexandria Real Estate Equities worth $32.1K as of Q2 2026.
  • Bruce G. Allen Investments sold 11 Alexandria Real Estate Equities shares in Q2 2026, an estimated $526.
  • Alexandria Real Estate Equities made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #340 holding.
  • Bruce G. Allen Investments first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Alexandria Real Estate Equities position peaked at $62.5K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.