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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's ARE Position: Q1 2026 in Review

Creative Financial Designs increased its Alexandria Real Estate Equities (ARE) stake by 100% in Q1 2026, buying an estimated $264 and bringing the position to 10 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Creative Financial Designs first reported a position in ARE in Q2 2020 and has held it in 9 quarters since. The position peaked at $72K in Q3 2021. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Creative Financial Designs held 10 shares of Alexandria Real Estate Equities worth $464 as of Q1 2026.
Creative Financial Designs bought 5 Alexandria Real Estate Equities shares in Q1 2026, an estimated $264.
Alexandria Real Estate Equities made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2010 holding.
Creative Financial Designs first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 9 quarters since.
Creative Financial Designs's Alexandria Real Estate Equities position peaked at $72K in Q3 2021.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.