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

CoreCap 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	$16.9K	Buy	320 +288	+900%	+$13.8K	﹤0.01%	1874
2026 Q1	$1.49K	Buy	32 +7	+28%	+$369	﹤0.01%	2470
2025 Q4	$1.22K	Buy	25 +2	+9%	+$118	﹤0.01%	2563
2025 Q3	$1.92K	Buy	23 +1	+5%	+$80	﹤0.01%	2387
2025 Q2	$1.6K	Sell	22 -18	-45%	-$1.34K	﹤0.01%	2353
2025 Q1	$3.7K	Sell	40 -3	-7%	-$294	﹤0.01%	2182
2024 Q4	$4.2K	Buy	43 +19	+79%	+$2.08K	﹤0.01%	2011
2024 Q3	$2.85K	Buy	+24	New	+$2.86K	﹤0.01%	2113
2024 Q2	–	Sell	-32	Closed	-$4.16K	–	1658
2024 Q1	$4.16K	Buy	+32	New	+$3.94K	﹤0.01%	1957
2022 Q4	$1.32K	Buy	+9	New	+$1.3K	﹤0.01%	2013
2022 Q3	–	Sell	-5	Closed	-$1K	–	622
2022 Q2	$1K	Buy	+5	New	+$848	﹤0.01%	1946
2022 Q1	–	Sell	-54	Closed	-$12K	–	632
2021 Q4	$12K	Buy	+54	New	+$11.2K	﹤0.01%	1479

Other funds holding ARE

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

CoreCap Advisors's ARE Position: Q2 2026 in Review

CoreCap Advisors increased its Alexandria Real Estate Equities (ARE) stake by 900% in Q2 2026, buying an estimated $13.8K and bringing the position to 320 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

CoreCap Advisors first reported a position in ARE in Q4 2021 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

CoreCap Advisors held 320 shares of Alexandria Real Estate Equities worth $16.9K as of Q2 2026.
CoreCap Advisors bought 288 Alexandria Real Estate Equities shares in Q2 2026, an estimated $13.8K.
Alexandria Real Estate Equities made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1874 holding.
CoreCap Advisors first reported a position in Alexandria Real Estate Equities in Q4 2021 and has held it in 12 quarters since.
59 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.