Creative Planning’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.62M | Buy |
144,134
+25,288
| +21% | +$1.21M | ﹤0.01% | 1081 |
|
|
2026
Q1 | $5.52M | Buy |
118,846
+65,481
| +123% | +$3.45M | ﹤0.01% | 1118 |
|
|
2025
Q4 | $2.61M | Sell |
53,365
-67,507
| -56% | -$3.97M | ﹤0.01% | 1495 |
|
|
2025
Q3 | $10.1M | Buy |
120,872
+30,876
| +34% | +$2.47M | 0.01% | 555 |
|
|
2025
Q2 | $6.54M | Buy |
89,996
+72,985
| +429% | +$5.42M | 0.01% | 671 |
|
|
2025
Q1 | $1.57M | Buy |
17,011
+877
| +5% | +$85.9K | ﹤0.01% | 1367 |
|
|
2024
Q4 | $1.57M | Buy |
16,134
+719
| +5% | +$78.8K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $1.83M | Buy |
15,415
+1,947
| +14% | +$232K | ﹤0.01% | 1114 |
|
|
2024
Q2 | $1.58M | Sell |
13,468
-1,707
| -11% | -$203K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $1.96M | Buy |
15,175
+5,465
| +56% | +$673K | ﹤0.01% | 964 |
|
|
2023
Q4 | $1.23M | Buy |
9,710
+3,640
| +60% | +$392K | ﹤0.01% | 1125 |
|
|
2023
Q3 | $608K | Sell |
6,070
-1,922
| -24% | -$223K | ﹤0.01% | 1436 |
|
|
2023
Q2 | $907K | Buy |
7,992
+511
| +7% | +$60.8K | ﹤0.01% | 1179 |
|
|
2023
Q1 | $940K | Buy |
7,481
+179
| +2% | +$26.3K | ﹤0.01% | 1113 |
|
|
2022
Q4 | $1.06M | Buy |
7,302
+2,314
| +46% | +$335K | ﹤0.01% | 1000 |
|
|
2022
Q3 | $699K | Sell |
4,988
-796
| -14% | -$122K | ﹤0.01% | 1135 |
|
|
2022
Q2 | $839K | Buy |
+5,784
| New | +$982K | ﹤0.01% | 1038 |
|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$323K | – | 2349 |
|
|
2021
Q4 | $323K | Buy |
+1,450
| New | +$300K | ﹤0.01% | 1568 |
|
|
2021
Q2 | – | Sell |
-1,491
| Closed | -$245K | – | 2093 |
|
|
2021
Q1 | $245K | Sell |
1,491
-233
| -14% | -$38.8K | ﹤0.01% | 1928 |
|
|
2020
Q4 | $307K | Buy |
+1,724
| New | +$285K | ﹤0.01% | 1616 |
|
|
2016
Q4 | – | Sell |
-105
| Closed | -$11K | – | 4609 |
|
|
2016
Q3 | $11K | Buy |
105
+71
| +209% | +$7.73K | ﹤0.01% | 3440 |
|
|
2016
Q2 | $4K | Buy |
+34
| New | +$3.25K | ﹤0.01% | 3722 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$177K | – | 4197 |
|
|
2014
Q4 | $177K | Buy |
+2,000
| New | +$167K | ﹤0.01% | 1217 |
|
|
2014
Q1 | – | Sell |
-26
| Closed | -$2K | – | 3620 |
|
|
2013
Q4 | $2K | Sell |
26
-80
| -75% | -$5.14K | ﹤0.01% | 3080 |
|
|
2013
Q3 | $7K | Buy |
106
+80
| +308% | +$5.27K | ﹤0.01% | 2603 |
|
|
2013
Q2 | $2K | Buy |
+26
| New | +$1.84K | ﹤0.01% | 2809 |
|
Other funds holding ARE
AAMU
Creative Planning's ARE Position: Q2 2026 in Review
Creative Planning increased its Alexandria Real Estate Equities (ARE) stake by 21% in Q2 2026, buying an estimated $1.21M and bringing the position to 144,134 shares worth $7.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1081.
Creative Planning first reported a position in ARE in Q2 2013 and has held it in 26 quarters since. The position peaked at $10.1M in Q3 2025. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.
- Creative Planning held 144,134 shares of Alexandria Real Estate Equities worth $7.62M as of Q2 2026.
- Creative Planning bought 25,288 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.21M.
- Alexandria Real Estate Equities made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1081 holding.
- Creative Planning first reported a position in Alexandria Real Estate Equities in Q2 2013 and has held it in 26 quarters since.
- Creative Planning's Alexandria Real Estate Equities position peaked at $10.1M in Q3 2025.
- 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.