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Cape Investment Advisory’s Alexandria Real Estate Equities ARE Stock Holding History

Cape Investment Advisory’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 		– Sell
-28
Closed -$1.37K – 279
2025
Q4 		$1.37K Hold
28
– – ﹤0.01% 1152
2025
Q3 		$2.33K Buy
28
+27
+2,700% +$2.16K ﹤0.01% 653
2025
Q2 		$73 Hold
1
– – ﹤0.01% 1159
2025
Q1 		$93 Sell
1
-1
-50% -$98 ﹤0.01% 1096
2024
Q4 		$195 Buy
2
+1
+100% +$110 ﹤0.01% 1051
2024
Q3 		$119 Hold
1
– – ﹤0.01% 938
2024
Q2 		$117 Buy
+1
New +$119 ﹤0.01% 908
2023
Q2 		– Sell
-30
Closed -$3.77K – 918
2023
Q1 		$3.77K Buy
+30
New +$4.41K ﹤0.01% 729

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cape Investment Advisory's ARE Position: Q1 2026 in Review

Cape Investment Advisory sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 28 shares — an estimated $1.37K sold.

Cape Investment Advisory first reported a position in ARE in Q1 2023 and held it in 8 quarters. The position peaked at $3.77K in Q1 2023. 571 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Cape Investment Advisory reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 28 Alexandria Real Estate Equities shares in Q1 2026, an estimated $1.37K.
  • Cape Investment Advisory first reported a position in Alexandria Real Estate Equities in Q1 2023 and held it in 8 quarters.
  • Cape Investment Advisory's Alexandria Real Estate Equities position peaked at $3.77K in Q1 2023.
  • 571 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.