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 Q3	–	Sell	-9	Closed	-$447	–	270
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cornerstone Planning Group's ARE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Alexandria Real Estate Equities (ARE) in Q3 2026, closing a stake of 9 shares — an estimated $447 sold.

Cornerstone Planning Group first reported a position in ARE in Q2 2023 and held it in 10 quarters. The position peaked at $2.01K in Q3 2025. 112 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Cornerstone Planning Group reported no remaining Alexandria Real Estate Equities position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 9 Alexandria Real Estate Equities shares in Q3 2026, an estimated $447.
Cornerstone Planning Group first reported a position in Alexandria Real Estate Equities in Q2 2023 and held it in 10 quarters.
Cornerstone Planning Group's Alexandria Real Estate Equities position peaked at $2.01K in Q3 2025.
112 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.