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Caldwell Sutter Capital’s Alexandria Real Estate Equities ARE Stock Holding History

Caldwell Sutter Capital’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 		$1.06K Hold
20
– – ﹤0.01% 852
2026
Q1 		$928 Hold
20
– – ﹤0.01% 817
2025
Q4 		$979 Hold
20
– – ﹤0.01% 812
2025
Q3 		$1.67K Hold
20
– – ﹤0.01% 757
2025
Q2 		$1.45K Hold
20
– – ﹤0.01% 751
2025
Q1 		$1.85K Hold
20
– – ﹤0.01% 739
2024
Q4 		$1.95K Hold
20
– – ﹤0.01% 749
2024
Q3 		$2.38K Hold
20
– – ﹤0.01% 737
2024
Q2 		$2.34K Hold
20
– – ﹤0.01% 744
2024
Q1 		$2.58K Hold
20
– – ﹤0.01% 722
2023
Q4 		$2.54K Hold
20
– – ﹤0.01% 729
2023
Q3 		$2K Hold
20
– – ﹤0.01% 736
2023
Q2 		$2.27K Buy
+20
New +$2.38K ﹤0.01% 728

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

Caldwell Sutter Capital's ARE Position: Q2 2026 in Review

Caldwell Sutter Capital held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 20 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Caldwell Sutter Capital first reported a position in ARE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.58K in Q1 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Caldwell Sutter Capital held 20 shares of Alexandria Real Estate Equities worth $1.06K as of Q2 2026.
  • Caldwell Sutter Capital left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #852 holding.
  • Caldwell Sutter Capital first reported a position in Alexandria Real Estate Equities in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Alexandria Real Estate Equities position peaked at $2.58K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.