Covestor
ARE icon

Covestor’s Alexandria Real Estate Equities ARE Stock Holding History

Covestor’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 		$67K Sell
1,404
-290
-17% -$14.7K 0.04% 580
2026
Q2 		$90K Sell
1,694
-229
-12% -$11K 0.05% 415
2026
Q1 		$89K Buy
1,923
+215
+13% +$11.3K 0.06% 343
2025
Q4 		$84K Buy
1,708
+762
+81% +$44.8K 0.04% 661
2025
Q3 		$79K Sell
946
-695
-42% -$55.7K 0.04% 692
2025
Q2 		$119K Buy
1,641
+1,509
+1,143% +$112K 0.07% 448
2025
Q1 		$12K Buy
132
+8
+6% +$783 0.01% 1378
2024
Q4 		$12K Buy
124
+4
+3% +$439 0.01% 1414
2024
Q3 		$14K Sell
120
-19
-14% -$2.26K 0.01% 1347
2024
Q2 		$16K Buy
139
+6
+5% +$715 0.01% 1275
2024
Q1 		$17K Sell
133
-658
-83% -$81.1K 0.01% 1264
2023
Q4 		$100K Sell
791
-58
-7% -$6.24K 0.07% 496
2023
Q3 		$85K Buy
849
+443
+109% +$51.5K 0.06% 510
2023
Q2 		$46K Buy
406
+223
+122% +$26.5K 0.04% 809
2023
Q1 		$23K Buy
183
+76
+71% +$11.2K 0.02% 953
2022
Q4 		$16K Sell
107
-2
-2% -$289 0.01% 1095
2022
Q3 		$15K Sell
109
-3
-3% -$460 0.01% 1083
2022
Q2 		$16K Sell
112
-25
-18% -$4.24K 0.01% 1029
2022
Q1 		$28K Sell
137
-110
-45% -$21.5K 0.02% 961
2021
Q4 		$55K Buy
+247
New +$51.1K 0.08% 476

Other funds holding ARE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Covestor's ARE Position: Q3 2026 in Review

Covestor reduced its Alexandria Real Estate Equities (ARE) stake by 17% in Q3 2026, selling an estimated $14.7K and leaving 1,404 shares worth $67K. The position accounts for 0.04% of the portfolio, ranked #580.

Covestor first reported a position in ARE in Q4 2021 and has held it in 20 quarters since. The position peaked at $119K in Q2 2025. 483 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • Covestor held 1,404 shares of Alexandria Real Estate Equities worth $67K as of Q3 2026.
  • Covestor sold 290 Alexandria Real Estate Equities shares in Q3 2026, an estimated $14.7K.
  • Alexandria Real Estate Equities made up 0.04% of Covestor's portfolio in Q3 2026, its #580 holding.
  • Covestor first reported a position in Alexandria Real Estate Equities in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Alexandria Real Estate Equities position peaked at $119K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.