CCWM
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Cassaday & Co Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Cassaday & Co Wealth 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
Q2 		$53 Buy
+1
New +$48 ﹤0.01% 1298

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's ARE Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 1 share worth $53. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings.

591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of Alexandria Real Estate Equities worth $53 as of Q2 2026.
  • Alexandria Real Estate Equities was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1298 holding.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.