Cornerstone Planning Group’s Alexandria Real Estate Equities ARE Stock Holding History

Cornerstone Planning 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	$447	Buy	9 +4	+80%	+$191	﹤0.01%	1726
2026 Q1	$219	Sell	5 -13	-72%	-$686	﹤0.01%	1771
2025 Q4	$983	Sell	18 -343	-95%	-$20.2K	﹤0.01%	1346
2025 Q3	$2.01K	Buy	361 +355	+5,917%	+$28.4K	﹤0.01%	1161
2025 Q2	$469	Buy	+6	New	+$446	﹤0.01%	1320
2025 Q1	–	Sell	-14	Closed	-$1.43K	–	1565
2024 Q4	$1.43K	Buy	14 +7	+100%	+$767	﹤0.01%	881
2024 Q3	$782	Buy	7 +4	+133%	+$477	﹤0.01%	994
2024 Q2	$337	Buy	+3	New	+$358	﹤0.01%	1128
2023 Q4	–	Sell	-10	Closed	-$1.05K	–	967
2023 Q3	$1.05K	Hold	10	–	–	﹤0.01%	777
2023 Q2	$1.18K	Buy	+10	New	+$1.19K	﹤0.01%	1314

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's ARE Position: Q2 2026 in Review

Cornerstone Planning Group increased its Alexandria Real Estate Equities (ARE) stake by 80% in Q2 2026, buying an estimated $191 and bringing the position to 9 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Cornerstone Planning Group first reported a position in ARE in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.01K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Cornerstone Planning Group held 9 shares of Alexandria Real Estate Equities worth $447 as of Q2 2026.
Cornerstone Planning Group bought 4 Alexandria Real Estate Equities shares in Q2 2026, an estimated $191.
Alexandria Real Estate Equities made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1726 holding.
Cornerstone Planning Group first reported a position in Alexandria Real Estate Equities in Q2 2023 and has held it in 10 quarters since.
Cornerstone Planning Group's Alexandria Real Estate Equities position peaked at $2.01K in Q3 2025.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.