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Clearstead Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Clearstead Advisors’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 		$59.8K Buy
1,131
+981
+654% +$46.9K ﹤0.01% 1440
2026
Q1 		$6.96K Sell
150
-366
-71% -$19.3K ﹤0.01% 1677
2025
Q4 		$25.3K Sell
516
-798
-61% -$47K ﹤0.01% 1643
2025
Q3 		$110K Buy
1,314
+265
+25% +$21.2K ﹤0.01% 1025
2025
Q2 		$76.2K Buy
1,049
+436
+71% +$32.4K ﹤0.01% 1148
2025
Q1 		$56.7K Buy
613
+352
+135% +$34.5K ﹤0.01% 1143
2024
Q4 		$25.5K Sell
261
-36
-12% -$3.95K ﹤0.01% 1319
2024
Q3 		$35.3K Buy
297
+192
+183% +$22.9K ﹤0.01% 1283
2024
Q2 		$12.3K Buy
105
+53
+102% +$6.32K ﹤0.01% 1506
2024
Q1 		$6.28K Sell
52
-17
-25% -$2.1K ﹤0.01% 1143
2023
Q4 		$8.75K Buy
+69
New +$7.43K ﹤0.01% 1080
2023
Q3 		– Sell
-28
Closed -$3.18K – 1478
2023
Q2 		$3.18K Sell
28
-55
-66% -$6.55K ﹤0.01% 1092
2023
Q1 		$10.4K Hold
83
– – ﹤0.01% 944
2022
Q4 		$12.1K Hold
83
– – ﹤0.01% 885
2022
Q3 		$12K Buy
+83
New +$12.7K ﹤0.01% 854
2021
Q4 		– Sell
-32
Closed -$6K – 1275
2021
Q3 		$6K Buy
32
+15
+88% +$2.99K ﹤0.01% 995
2021
Q2 		$3K Buy
+17
New +$3.04K ﹤0.01% 947

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

Clearstead Advisors's ARE Position: Q2 2026 in Review

Clearstead Advisors increased its Alexandria Real Estate Equities (ARE) stake by 654% in Q2 2026, buying an estimated $46.9K and bringing the position to 1,131 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Clearstead Advisors first reported a position in ARE in Q2 2021 and has held it in 17 quarters since. The position peaked at $110K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Clearstead Advisors held 1,131 shares of Alexandria Real Estate Equities worth $59.8K as of Q2 2026.
  • Clearstead Advisors bought 981 Alexandria Real Estate Equities shares in Q2 2026, an estimated $46.9K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1440 holding.
  • Clearstead Advisors first reported a position in Alexandria Real Estate Equities in Q2 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's Alexandria Real Estate Equities position peaked at $110K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.