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Cetera Trust Company’s Alexandria Real Estate Equities ARE Stock Holding History

Cetera Trust Company’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 		$77.8K Buy
1,675
+1,350
+415% +$71.2K 0.04% 206
2025
Q4 		$15.9K Sell
325
-1,580
-83% -$93K 0.01% 263
2025
Q3 		$159K Hold
1,905
– – 0.09% 185
2025
Q2 		$138K Buy
1,905
+630
+49% +$46.8K 0.08% 187
2025
Q1 		$118K Buy
1,275
+50
+4% +$4.9K 0.08% 191
2024
Q4 		$119K Sell
1,225
-540
-31% -$59.2K 0.08% 190
2024
Q3 		$210K Hold
1,765
– – 0.13% 165
2024
Q2 		$206K Hold
1,765
– – 0.13% 151
2024
Q1 		$228K Buy
1,765
+450
+34% +$55.5K 0.14% 144
2023
Q4 		$167K Buy
+1,315
New +$142K 0.1% 165

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

Cetera Trust Company's ARE Position: Q1 2026 in Review

Cetera Trust Company increased its Alexandria Real Estate Equities (ARE) stake by 415% in Q1 2026, buying an estimated $71.2K and bringing the position to 1,675 shares worth $77.8K. The position accounts for 0.04% of the portfolio, ranked #206.

Cetera Trust Company first reported a position in ARE in Q4 2023 and has held it in 10 quarters since. The position peaked at $228K in Q1 2024. 568 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Cetera Trust Company held 1,675 shares of Alexandria Real Estate Equities worth $77.8K as of Q1 2026.
  • Cetera Trust Company bought 1,350 Alexandria Real Estate Equities shares in Q1 2026, an estimated $71.2K.
  • Alexandria Real Estate Equities made up 0.04% of Cetera Trust Company's portfolio in Q1 2026, its #206 holding.
  • Cetera Trust Company first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Alexandria Real Estate Equities position peaked at $228K in Q1 2024.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.