Cascade Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Cascade Investment Advisors’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	-14,017	Closed	-$651K	–	115
2026 Q1	$651K	Buy	14,017 +3,885	+38%	+$205K	0.39%	90
2025 Q4	$496K	Sell	10,132 -5,100	-33%	-$300K	0.29%	92
2025 Q3	$1.27M	Buy	15,232 +2,070	+16%	+$166K	0.77%	64
2025 Q2	$956K	Buy	13,162 +1,317	+11%	+$97.8K	0.61%	78
2025 Q1	$1.1M	Buy	11,845 +490	+4%	+$48K	0.74%	70
2024 Q4	$1.11M	Buy	11,355 +1,280	+13%	+$140K	0.71%	72
2024 Q3	$1.2M	Buy	10,075 +130	+1%	+$15.5K	0.76%	73
2024 Q2	$1.16M	Buy	9,945 +335	+3%	+$39.9K	0.78%	63
2024 Q1	$1.24M	Buy	9,610 +2,325	+32%	+$286K	0.81%	59
2023 Q4	$924K	Buy	+7,285	New	+$784K	0.66%	77

Other funds holding ARE

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Cascade Investment Advisors's ARE Position: Q2 2026 in Review

Cascade Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 14,017 shares — an estimated $651K sold.

Cascade Investment Advisors first reported a position in ARE in Q4 2023 and held it in 10 quarters. The position peaked at $1.27M in Q3 2025. 125 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Cascade Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
Cascade Investment Advisors sold 14,017 Alexandria Real Estate Equities shares in Q2 2026, an estimated $651K.
Cascade Investment Advisors first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 10 quarters.
Cascade Investment Advisors's Alexandria Real Estate Equities position peaked at $1.27M in Q3 2025.
125 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.