Corient Private Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.72M Sell
32,625
-139,452
-81% -$6.67M ﹤0.01% 1479
2026
Q1
$7.94M Buy
172,077
+96,912
+129% +$5.11M 0.01% 699
2025
Q4
$3.58M Buy
75,165
+51,257
+214% +$3.02M ﹤0.01% 1224
2025
Q3
$1.99M Buy
23,908
+2,135
+10% +$171K ﹤0.01% 1065
2025
Q2
$1.58M Sell
21,773
-1,021
-4% -$75.8K ﹤0.01% 1144
2025
Q1
$2.11M Buy
22,794
+2,243
+11% +$220K ﹤0.01% 958
2024
Q4
$2M Sell
20,551
-85,664
-81% -$9.39M ﹤0.01% 996
2024
Q3
$12.6M Buy
106,215
+456
+0.4% +$54.3K 0.02% 506
2024
Q2
$12.4M Sell
105,759
-5,619
-5% -$670K 0.02% 478
2024
Q1
$14.4M Buy
111,378
+28,725
+35% +$3.54M 0.03% 451
2023
Q4
$10.5M Sell
82,653
-51,599
-38% -$5.55M 0.02% 507
2023
Q3
$13.4M Sell
134,252
-6,485
-5% -$753K 0.03% 425
2023
Q2
$16M Buy
140,737
+129,410
+1,142% +$15.4M 0.04% 388
2023
Q1
$1.41M Buy
11,327
+2,914
+35% +$428K ﹤0.01% 963
2022
Q4
$1.23M Buy
+8,413
New +$1.22M ﹤0.01% 852

Other funds holding ARE

Corient Private Wealth's ARE Position: Q2 2026 in Review

Corient Private Wealth reduced its Alexandria Real Estate Equities (ARE) stake by 81% in Q2 2026, selling an estimated $6.67M and leaving 32,625 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Corient Private Wealth first reported a position in ARE in Q4 2022 and has held it in 15 quarters since. The position peaked at $16M in Q2 2023. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Corient Private Wealth held 32,625 shares of Alexandria Real Estate Equities worth $1.72M as of Q2 2026.
  • Corient Private Wealth sold 139,452 Alexandria Real Estate Equities shares in Q2 2026, an estimated $6.67M.
  • Alexandria Real Estate Equities made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1479 holding.
  • Corient Private Wealth first reported a position in Alexandria Real Estate Equities in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Alexandria Real Estate Equities position peaked at $16M in Q2 2023.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.