CFM
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Compass Financial Management’s Alexandria Real Estate Equities ARE Stock Holding History

Compass Financial Management’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 		$56.8K Buy
+1,075
New +$51.4K 0.01% 666

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compass Financial Management's ARE Position: Q2 2026 in Review

Compass Financial Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 1,075 shares worth $56.8K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings.

551 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Compass Financial Management held 1,075 shares of Alexandria Real Estate Equities worth $56.8K as of Q2 2026.
  • Alexandria Real Estate Equities was a new Compass Financial Management position in Q2 2026.
  • Alexandria Real Estate Equities made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #666 holding.
  • 551 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.