CFG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copley Financial Group's ARE Position: Q1 2026 in Review

Copley Financial Group reduced its Alexandria Real Estate Equities (ARE) stake by 4.9% in Q1 2026, selling an estimated $18.4K and leaving 6,756 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #94.

Copley Financial Group first reported a position in ARE in Q3 2024 and has held it in 5 quarters since. The position peaked at $420K in Q3 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Copley Financial Group held 6,756 shares of Alexandria Real Estate Equities worth $314K as of Q1 2026.
  • Copley Financial Group sold 348 Alexandria Real Estate Equities shares in Q1 2026, an estimated $18.4K.
  • Alexandria Real Estate Equities made up 0.19% of Copley Financial Group's portfolio in Q1 2026, its #94 holding.
  • Copley Financial Group first reported a position in Alexandria Real Estate Equities in Q3 2024 and has held it in 5 quarters since.
  • Copley Financial Group's Alexandria Real Estate Equities position peaked at $420K in Q3 2024.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.