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

Clearstead 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 		$3.96K Sell
75
-140
-65% -$6.7K ﹤0.01% 813
2026
Q1 		$9.98K Buy
215
+136
+172% +$7.17K ﹤0.01% 583
2025
Q4 		$3.87K Sell
79
-60
-43% -$3.53K ﹤0.01% 809
2025
Q3 		$11.6K Buy
139
+8
+6% +$641 ﹤0.01% 563
2025
Q2 		$9.52K Buy
131
+87
+198% +$6.46K ﹤0.01% 604
2025
Q1 		$4.07K Buy
+44
New +$4.31K ﹤0.01% 648

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 Trust's ARE Position: Q2 2026 in Review

Clearstead Trust reduced its Alexandria Real Estate Equities (ARE) stake by 65% in Q2 2026, selling an estimated $6.7K and leaving 75 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Clearstead Trust first reported a position in ARE in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.6K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Clearstead Trust held 75 shares of Alexandria Real Estate Equities worth $3.96K as of Q2 2026.
  • Clearstead Trust sold 140 Alexandria Real Estate Equities shares in Q2 2026, an estimated $6.7K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #813 holding.
  • Clearstead Trust first reported a position in Alexandria Real Estate Equities in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Alexandria Real Estate Equities position peaked at $11.6K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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