Chevy Chase Trust
ARE icon

Chevy Chase Trust’s Alexandria Real Estate Equities ARE Stock Holding History

Chevy Chase Trust’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 		$4M Sell
75,728
-1,110
-1% -$53.1K 0.01% 529
2026
Q1 		$3.57M Sell
76,838
-2,021
-3% -$107K 0.01% 536
2025
Q4 		$3.86M Sell
78,859
-583
-0.7% -$34.3K 0.01% 539
2025
Q3 		$6.62M Sell
79,442
-1,878
-2% -$150K 0.02% 472
2025
Q2 		$5.91M Buy
81,320
+526
+0.7% +$39.1K 0.02% 486
2025
Q1 		$7.47M Sell
80,794
-826
-1% -$80.9K 0.02% 453
2024
Q4 		$7.96M Sell
81,620
-1,850
-2% -$203K 0.02% 446
2024
Q3 		$9.91M Sell
83,470
-2,462
-3% -$293K 0.03% 409
2024
Q2 		$10.1M Sell
85,932
-1,264
-1% -$151K 0.03% 390
2024
Q1 		$11.2M Sell
87,196
-170
-0.2% -$20.9K 0.04% 379
2023
Q4 		$11.1M Sell
87,366
-168
-0.2% -$18.1K 0.04% 364
2023
Q3 		$8.76M Sell
87,534
-3,040
-3% -$353K 0.03% 396
2023
Q2 		$10.3M Sell
90,574
-959
-1% -$114K 0.04% 372
2023
Q1 		$11.5M Buy
91,533
+4,851
+6% +$713K 0.05% 344
2022
Q4 		$12.6M Sell
86,682
-4,783
-5% -$692K 0.05% 322
2022
Q3 		$12.8M Buy
91,465
+969
+1% +$149K 0.05% 314
2022
Q2 		$13.1M Buy
90,496
+2,176
+2% +$369K 0.05% 316
2022
Q1 		$17.8M Buy
88,320
+2,948
+3% +$575K 0.06% 282
2021
Q4 		$19M Sell
85,372
-558
-0.6% -$115K 0.06% 278
2021
Q3 		$16.4M Sell
85,930
-2,282
-3% -$454K 0.06% 299
2021
Q2 		$16M Buy
88,212
+2,092
+2% +$374K 0.05% 309
2021
Q1 		$14.1M Sell
86,120
-3,814
-4% -$636K 0.05% 335
2020
Q4 		$16M Buy
89,934
+2,166
+2% +$358K 0.06% 304
2020
Q3 		$14M Sell
87,768
-14,582
-14% -$2.43M 0.06% 303
2020
Q2 		$16.6M Sell
102,350
-2,662
-3% -$407K 0.07% 272
2020
Q1 		$14.4M Buy
105,012
+7,990
+8% +$1.25M 0.07% 268
2019
Q4 		$15.7M Buy
97,022
+1,510
+2% +$238K 0.06% 322
2019
Q3 		$14.7M Buy
95,512
+440
+0.5% +$65K 0.06% 319
2019
Q2 		$13.4M Buy
95,072
+266
+0.3% +$38.4K 0.06% 339
2019
Q1 		$13.5M Buy
94,806
+5,540
+6% +$729K 0.06% 337
2018
Q4 		$10.3M Buy
89,266
+1,659
+2% +$202K 0.05% 353
2018
Q3 		$11M Buy
87,607
+186
+0.2% +$23.5K 0.05% 396
2018
Q2 		$11M Buy
87,421
+1,071
+1% +$134K 0.05% 390
2018
Q1 		$10.8M Buy
86,350
+2,630
+3% +$326K 0.05% 395
2017
Q4 		$10.9M Buy
83,720
+1,263
+2% +$159K 0.05% 394
2017
Q3 		$9.81M Buy
82,457
+3,198
+4% +$384K 0.04% 403
2017
Q2 		$9.55M Buy
79,259
+1,842
+2% +$214K 0.05% 401
2017
Q1 		$8.56M Buy
+77,417
New +$8.74M 0.04% 420

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

Chevy Chase Trust's ARE Position: Q2 2026 in Review

Chevy Chase Trust reduced its Alexandria Real Estate Equities (ARE) stake by 1.4% in Q2 2026, selling an estimated $53.1K and leaving 75,728 shares worth $4M. The position accounts for 0.01% of the portfolio, ranked #529.

Chevy Chase Trust first reported a position in ARE in Q1 2017 and has held it in 38 quarters since. The position peaked at $19M in Q4 2021. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Chevy Chase Trust held 75,728 shares of Alexandria Real Estate Equities worth $4M as of Q2 2026.
  • Chevy Chase Trust sold 1,110 Alexandria Real Estate Equities shares in Q2 2026, an estimated $53.1K.
  • Alexandria Real Estate Equities made up 0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #529 holding.
  • Chevy Chase Trust first reported a position in Alexandria Real Estate Equities in Q1 2017 and has held it in 38 quarters since.
  • Chevy Chase Trust's Alexandria Real Estate Equities position peaked at $19M in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.