CFO
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CVA Family Office’s Alexandria Real Estate Equities ARE Stock Holding History

CVA Family Office’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 		$27.5K Buy
521
+251
+93% +$12K ﹤0.01% 736
2026
Q1 		$12.5K Buy
270
+30
+13% +$1.58K ﹤0.01% 926
2025
Q4 		$11.7K Sell
240
-361
-60% -$21.2K ﹤0.01% 773
2025
Q3 		$50.1K Buy
601
+336
+127% +$26.9K 0.01% 552
2025
Q2 		$19.2K Sell
265
-185
-41% -$13.7K ﹤0.01% 696
2025
Q1 		$41.6K Sell
450
-5
-1% -$490 0.01% 552
2024
Q4 		$44.4K Sell
455
-29
-6% -$3.18K 0.01% 541
2024
Q3 		$57.5K Buy
484
+21
+5% +$2.5K 0.01% 482
2024
Q2 		$54.2K Buy
463
+8
+2% +$954 0.01% 479
2024
Q1 		$58.7K Buy
455
+15
+3% +$1.85K 0.01% 462
2023
Q4 		$55.8K Buy
+440
New +$47.4K 0.01% 451
2023
Q3 		– Sell
-61
Closed -$6.92K – 275
2023
Q2 		$6.92K Buy
61
+36
+144% +$4.29K ﹤0.01% 764
2023
Q1 		$3.14K Sell
25
-95
-79% -$14K ﹤0.01% 826
2022
Q4 		$17.5K Buy
120
+10
+9% +$1.45K ﹤0.01% 584
2022
Q3 		$15K Buy
+110
New +$16.9K ﹤0.01% 573
2022
Q2 		– Sell
-45
Closed -$9K – 903
2022
Q1 		$9K Buy
+45
New +$8.78K ﹤0.01% 687

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

CVA Family Office's ARE Position: Q2 2026 in Review

CVA Family Office increased its Alexandria Real Estate Equities (ARE) stake by 93% in Q2 2026, buying an estimated $12K and bringing the position to 521 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

CVA Family Office first reported a position in ARE in Q1 2022 and has held it in 16 quarters since. The position peaked at $58.7K in Q1 2024. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • CVA Family Office held 521 shares of Alexandria Real Estate Equities worth $27.5K as of Q2 2026.
  • CVA Family Office bought 251 Alexandria Real Estate Equities shares in Q2 2026, an estimated $12K.
  • Alexandria Real Estate Equities made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #736 holding.
  • CVA Family Office first reported a position in Alexandria Real Estate Equities in Q1 2022 and has held it in 16 quarters since.
  • CVA Family Office's Alexandria Real Estate Equities position peaked at $58.7K in Q1 2024.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.