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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 597 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.
597 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.