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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
Q2 		$93.8K Buy
1,775
+100
+6% +$4.78K 0.05% 207
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 $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

Cetera Trust Company's ARE Position: Q2 2026 in Review

Cetera Trust Company increased its Alexandria Real Estate Equities (ARE) stake by 6% in Q2 2026, buying an estimated $4.78K and bringing the position to 1,775 shares worth $93.8K. The position accounts for 0.05% of the portfolio, ranked #207.

Cetera Trust Company first reported a position in ARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $228K in Q1 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Cetera Trust Company held 1,775 shares of Alexandria Real Estate Equities worth $93.8K as of Q2 2026.
  • Cetera Trust Company bought 100 Alexandria Real Estate Equities shares in Q2 2026, an estimated $4.78K.
  • Alexandria Real Estate Equities made up 0.05% of Cetera Trust Company's portfolio in Q2 2026, its #207 holding.
  • Cetera Trust Company first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Alexandria Real Estate Equities position peaked at $228K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.