Creative Financial Designs’s Alexandria Real Estate Equities ARE Stock Holding History

Creative Financial Designs’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	$264	Sell	5 -5	-50%	-$239	﹤0.01%	2192
2026 Q1	$464	Buy	10 +5	+100%	+$264	﹤0.01%	2010
2025 Q4	$245	Buy	+5	New	+$294	﹤0.01%	1979
2025 Q2	–	Sell	-5	Closed	-$463	–	2021
2025 Q1	$463	Buy	+5	New	+$490	﹤0.01%	1919
2021 Q4	–	Sell	-379	Closed	-$72K	–	1207
2021 Q3	$72K	Hold	379	–	–	0.01%	518
2021 Q2	$69K	Hold	379	–	–	0.01%	519
2021 Q1	$62K	Hold	379	–	–	0.01%	517
2020 Q4	$68K	Hold	379	–	–	0.01%	446
2020 Q3	$61K	Hold	379	–	–	0.02%	424
2020 Q2	$61K	Buy	+379	New	+$57.9K	0.02%	390

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 $3.38T AUM 44.17% 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

Creative Financial Designs's ARE Position: Q2 2026 in Review

Creative Financial Designs reduced its Alexandria Real Estate Equities (ARE) stake by 50% in Q2 2026, selling an estimated $239 and leaving 5 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Creative Financial Designs first reported a position in ARE in Q2 2020 and has held it in 10 quarters since. The position peaked at $72K in Q3 2021. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Creative Financial Designs held 5 shares of Alexandria Real Estate Equities worth $264 as of Q2 2026.
Creative Financial Designs sold 5 Alexandria Real Estate Equities shares in Q2 2026, an estimated $239.
Alexandria Real Estate Equities made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2192 holding.
Creative Financial Designs first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 10 quarters since.
Creative Financial Designs's Alexandria Real Estate Equities position peaked at $72K in Q3 2021.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.