Cromwell Holdings’s Alexandria Real Estate Equities ARE Stock Holding History

Cromwell Holdings’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	$3.38K	Sell	63 -301	-83%	-$14.4K	﹤0.01%	739
2026 Q1	$17.2K	Buy	364 +145	+66%	+$7.65K	0.01%	563
2025 Q4	$10.9K	Buy	219 +42	+24%	+$2.47K	0.01%	588
2025 Q3	$15K	Buy	177 +147	+490%	+$11.8K	0.01%	588
2025 Q2	$2.19K	Sell	30 -350	-92%	-$26K	﹤0.01%	670
2025 Q1	$35.7K	Buy	+380	New	+$37.2K	0.02%	516

Other funds holding ARE

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cromwell Holdings's ARE Position: Q2 2026 in Review

Cromwell Holdings reduced its Alexandria Real Estate Equities (ARE) stake by 83% in Q2 2026, selling an estimated $14.4K and leaving 63 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Cromwell Holdings first reported a position in ARE in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.7K in Q1 2025. 91 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Cromwell Holdings held 63 shares of Alexandria Real Estate Equities worth $3.38K as of Q2 2026.
Cromwell Holdings sold 301 Alexandria Real Estate Equities shares in Q2 2026, an estimated $14.4K.
Alexandria Real Estate Equities made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #739 holding.
Cromwell Holdings first reported a position in Alexandria Real Estate Equities in Q1 2025 and has held it in 6 quarters since.
Cromwell Holdings's Alexandria Real Estate Equities position peaked at $35.7K in Q1 2025.
91 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.