CM
ARE icon

Caption Management’s Alexandria Real Estate Equities ARE Stock Holding History

Caption Management’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 		$603K Buy
13,000
+10,336
+388% +$545K ﹤0.01% 1160
2025
Q4 		$130K Buy
+2,664
New +$157K ﹤0.01% 1420
2019
Q1 		– Sell
-3,500
Closed -$404K – 559
2018
Q4 		$404K Buy
+3,500
New +$427K 0.03% 358

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caption Management's ARE Position: Q1 2026 in Review

Caption Management increased its Alexandria Real Estate Equities (ARE) stake by 388% in Q1 2026, buying an estimated $545K and bringing the position to 13,000 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Caption Management first reported a position in ARE in Q4 2018 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Caption Management held 13,000 shares of Alexandria Real Estate Equities worth $603K as of Q1 2026.
  • Caption Management bought 10,336 Alexandria Real Estate Equities shares in Q1 2026, an estimated $545K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1160 holding.
  • Caption Management first reported a position in Alexandria Real Estate Equities in Q4 2018 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.