CPC
ARE icon

CFC Planning Company’s Alexandria Real Estate Equities ARE Stock Holding History

CFC Planning 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 		$201K Buy
+4,329
New +$228K 0.14% 70
2025
Q4 		– Sell
-4,943
Closed -$412K – 77
2025
Q3 		$412K Sell
4,943
-283
-5% -$22.7K 0.34% 49
2025
Q2 		$380K Buy
+5,226
New +$388K 0.36% 48

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

CFC Planning Company's ARE Position: Q1 2026 in Review

CFC Planning Company opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2026: 4,329 shares worth $201K. The stake represents 0.14% of the portfolio and ranks #70 among its holdings. This is a return to the name: CFC Planning Company previously reported a position in ARE as recently as Q3 2025.

CFC Planning Company first reported a position in ARE in Q2 2025 and has held it in 3 quarters since. The position peaked at $412K in Q3 2025. 568 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • CFC Planning Company held 4,329 shares of Alexandria Real Estate Equities worth $201K as of Q1 2026.
  • Alexandria Real Estate Equities was a new CFC Planning Company position in Q1 2026.
  • Alexandria Real Estate Equities made up 0.14% of CFC Planning Company's portfolio in Q1 2026, its #70 holding.
  • CFC Planning Company first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 3 quarters since.
  • CFC Planning Company's Alexandria Real Estate Equities position peaked at $412K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.