Capital Fund Management (CFM)’s Alexandria Real Estate Equities ARE Stock Holding History

Capital Fund Management (CFM)’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	$7.21M	Sell	155,400 -27,400	-15%	-$1.45M	0.03%	716
2025 Q4	$8.95M	Buy	182,800 +6,200	+4%	+$365K	0.02%	897
2025 Q3	$14.7M	Buy	176,600 +24,900	+16%	+$1.99M	0.04%	644
2025 Q2	$11M	Buy	151,700 +118,200	+353%	+$8.78M	0.03%	703
2025 Q1	$3.1M	Buy	+33,500	New	+$3.28M	0.01%	1233
2024 Q3	–	Sell	-23,500	Closed	-$2.75M	–	1966
2024 Q2	$2.75M	Sell	23,500 -27,900	-54%	-$3.33M	0.01%	1240
2024 Q1	$6.63M	Sell	51,400 -41,100	-44%	-$5.06M	0.02%	917
2023 Q4	$11.7M	Sell	92,500 -30,200	-25%	-$3.25M	0.03%	697
2023 Q3	$12.3M	Buy	122,700 +39,600	+48%	+$4.6M	0.04%	526
2023 Q2	$9.43M	Buy	+83,100	New	+$9.89M	0.04%	584
2019 Q3	–	Sell	-27,200	Closed	-$3.84M	–	1650
2019 Q2	$3.84M	Buy	27,200 +10,500	+63%	+$1.52M	0.03%	600
2019 Q1	$2.38M	Buy	+16,700	New	+$2.2M	0.02%	747

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

Capital Fund Management (CFM)'s ARE Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Alexandria Real Estate Equities (ARE) stake by 81% in Q1 2026, buying an estimated $1.09M and bringing the position to 46,051 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #1326.

Capital Fund Management (CFM) first reported a position in ARE in Q2 2013 and has held it in 15 quarters since. The position peaked at $11.4M in Q1 2017. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Capital Fund Management (CFM) held 46,051 shares of Alexandria Real Estate Equities worth $2.14M as of Q1 2026.
Capital Fund Management (CFM) bought 20,574 Alexandria Real Estate Equities shares in Q1 2026, an estimated $1.09M.
Alexandria Real Estate Equities made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1326 holding.
Capital Fund Management (CFM) first reported a position in Alexandria Real Estate Equities in Q2 2013 and has held it in 15 quarters since.
Capital Fund Management (CFM)'s Alexandria Real Estate Equities position peaked at $11.4M in Q1 2017.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.