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Copley Financial Group’s Alexandria Real Estate Equities ARE Stock Holding History

Copley Financial Group’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 		$227K Sell
4,287
-2,469
-37% -$118K 0.14% 110
2026
Q1 		$314K Sell
6,756
-348
-5% -$18.4K 0.19% 94
2025
Q4 		$348K Buy
+7,104
New +$418K 0.22% 85
2025
Q2 		– Sell
-4,309
Closed -$399K – 103
2025
Q1 		$399K Buy
4,309
+16
+0.4% +$1.57K 0.31% 78
2024
Q4 		$419K Buy
4,293
+753
+21% +$82.6K 0.32% 76
2024
Q3 		$420K Buy
+3,540
New +$422K 0.38% 75

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

Copley Financial Group's ARE Position: Q2 2026 in Review

Copley Financial Group reduced its Alexandria Real Estate Equities (ARE) stake by 37% in Q2 2026, selling an estimated $118K and leaving 4,287 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #110.

Copley Financial Group first reported a position in ARE in Q3 2024 and has held it in 6 quarters since. The position peaked at $420K in Q3 2024. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Copley Financial Group held 4,287 shares of Alexandria Real Estate Equities worth $227K as of Q2 2026.
  • Copley Financial Group sold 2,469 Alexandria Real Estate Equities shares in Q2 2026, an estimated $118K.
  • Alexandria Real Estate Equities made up 0.14% of Copley Financial Group's portfolio in Q2 2026, its #110 holding.
  • Copley Financial Group first reported a position in Alexandria Real Estate Equities in Q3 2024 and has held it in 6 quarters since.
  • Copley Financial Group's Alexandria Real Estate Equities position peaked at $420K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.