Crewe Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Crewe Advisors’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	$4.02K	Buy	+76	New	+$3.64K	﹤0.01%	915
2025 Q3	–	Sell	-19	Closed	-$1.38K	–	968
2025 Q2	$1.38K	Buy	+19	New	+$1.41K	﹤0.01%	598
2024 Q4	–	Sell	-87	Closed	-$10.3K	–	656
2024 Q3	$10.3K	Hold	87	–	–	﹤0.01%	491
2024 Q2	$10.2K	Hold	87	–	–	﹤0.01%	687
2024 Q1	$11.2K	Buy	+87	New	+$10.7K	﹤0.01%	602
2023 Q2	–	Sell	-23	Closed	-$2.89K	–	881
2023 Q1	$2.89K	Hold	23	–	–	﹤0.01%	693
2022 Q4	$3.35K	Sell	23 -48	-68%	-$6.94K	﹤0.01%	755
2022 Q3	$10K	Buy	71 +15	+27%	+$2.3K	﹤0.01%	649
2022 Q2	$8K	Buy	+56	New	+$9.5K	﹤0.01%	645

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 $3.37T AUM 44.26% 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

Crewe Advisors's ARE Position: Q2 2026 in Review

Crewe Advisors opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 76 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in ARE as recently as Q2 2025.

Crewe Advisors first reported a position in ARE in Q2 2022 and has held it in 9 quarters since. The position peaked at $11.2K in Q1 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Crewe Advisors held 76 shares of Alexandria Real Estate Equities worth $4.02K as of Q2 2026.
Alexandria Real Estate Equities was a new Crewe Advisors position in Q2 2026.
Alexandria Real Estate Equities made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #915 holding.
Crewe Advisors first reported a position in Alexandria Real Estate Equities in Q2 2022 and has held it in 9 quarters since.
Crewe Advisors's Alexandria Real Estate Equities position peaked at $11.2K in Q1 2024.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.