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Capital Advisors Ltd’s Alexandria Real Estate Equities ARE Stock Holding History

Capital Advisors Ltd’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 		– Sell
-5
Closed – – 1354
2026
Q1 		$0 Buy
+5
New +$264 ﹤0.01% 1352
2025
Q4 		– Sell
-66
Closed -$6K – 1337
2025
Q3 		$6K Hold
66
– – ﹤0.01% 876
2025
Q2 		$5K Buy
66
+50
+313% +$3.71K ﹤0.01% 914
2025
Q1 		$1K Sell
16
-230
-93% -$22.5K ﹤0.01% 1119
2024
Q4 		$24K Buy
246
+46
+23% +$5.04K ﹤0.01% 583
2024
Q3 		$24K Sell
200
-51
-20% -$6.08K ﹤0.01% 580
2024
Q2 		$29K Buy
251
+45
+22% +$5.36K ﹤0.01% 536
2024
Q1 		$27K Buy
206
+6
+3% +$739 ﹤0.01% 531
2023
Q4 		$25K Buy
+200
New +$21.5K ﹤0.01% 532
2023
Q1 		– Sell
-9
Closed -$1K – 1194
2022
Q4 		$1K Sell
9
-24
-73% -$3.47K ﹤0.01% 940
2022
Q3 		$5K Buy
33
+10
+43% +$1.53K ﹤0.01% 618
2022
Q2 		$3K Buy
23
+5
+28% +$848 ﹤0.01% 608
2022
Q1 		$4K Buy
+18
New +$3.51K ﹤0.01% 590

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

Capital Advisors Ltd's ARE Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in ARE in Q1 2022 and held it in 13 quarters. The position peaked at $29K in Q2 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 Alexandria Real Estate Equities shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 13 quarters.
  • Capital Advisors Ltd's Alexandria Real Estate Equities position peaked at $29K in Q2 2024.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.