CI
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CX Institutional’s Alexandria Real Estate Equities ARE Stock Holding History

CX Institutional’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 		$176K Buy
3,330
+1,388
+71% +$66.4K 0.01% 766
2026
Q1 		$90K Buy
1,942
+1,330
+217% +$70.2K ﹤0.01% 874
2025
Q4 		$30K Sell
612
-956
-61% -$56.3K ﹤0.01% 1053
2025
Q3 		$131K Buy
1,568
+123
+9% +$9.85K ﹤0.01% 784
2025
Q2 		$105K Buy
1,445
+175
+14% +$13K ﹤0.01% 759
2025
Q1 		$117K Buy
+1,270
New +$124K ﹤0.01% 721
2022
Q3 		– Sell
-58
Closed -$8K – 496
2022
Q2 		$8K Buy
+58
New +$9.84K ﹤0.01% 971
2021
Q4 		– Sell
-348
Closed -$66K – 369
2021
Q3 		$66K Buy
348
+35
+11% +$6.97K 0.01% 530
2021
Q2 		$57K Buy
313
+205
+190% +$36.7K ﹤0.01% 539
2021
Q1 		$18K Sell
108
-48
-31% -$8K ﹤0.01% 683
2020
Q4 		$28K Buy
156
+66
+73% +$10.9K ﹤0.01% 544
2020
Q3 		$14K Hold
90
– – ﹤0.01% 617
2020
Q2 		$15K Buy
90
+66
+275% +$10.1K ﹤0.01% 497
2020
Q1 		$3K Sell
24
-7
-23% -$1.1K ﹤0.01% 601
2019
Q4 		$5K Hold
31
– – ﹤0.01% 537
2019
Q3 		$5K Buy
31
+3
+11% +$443 ﹤0.01% 566
2019
Q2 		$4K Buy
28
+4
+17% +$578 ﹤0.01% 637
2019
Q1 		$3K Buy
+24
New +$3.16K ﹤0.01% 615

Other funds holding ARE

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional's ARE Position: Q2 2026 in Review

CX Institutional increased its Alexandria Real Estate Equities (ARE) stake by 71% in Q2 2026, buying an estimated $66.4K and bringing the position to 3,330 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #766.

CX Institutional first reported a position in ARE in Q1 2019 and has held it in 18 quarters since. 73 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • CX Institutional held 3,330 shares of Alexandria Real Estate Equities worth $176K as of Q2 2026.
  • CX Institutional bought 1,388 Alexandria Real Estate Equities shares in Q2 2026, an estimated $66.4K.
  • Alexandria Real Estate Equities made up 0.01% of CX Institutional's portfolio in Q2 2026, its #766 holding.
  • CX Institutional first reported a position in Alexandria Real Estate Equities in Q1 2019 and has held it in 18 quarters since.
  • 73 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.