Dimensional Fund Advisors
ARE icon

Dimensional Fund Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Dimensional Fund 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
Q1 		$107M Buy
2,297,222
+52,733
+2% +$2.78M 0.02% 1020
2025
Q4 		$110M Buy
2,244,489
+79,453
+4% +$4.68M 0.02% 1001
2025
Q3 		$180M Sell
2,165,036
-2,473
-0.1% -$198K 0.04% 605
2025
Q2 		$157M Sell
2,167,509
-122,481
-5% -$9.1M 0.04% 672
2025
Q1 		$212M Sell
2,289,990
-61,862
-3% -$6.06M 0.05% 437
2024
Q4 		$229M Buy
2,351,852
+4,738
+0.2% +$519K 0.06% 405
2024
Q3 		$279M Sell
2,347,114
-58,956
-2% -$7.02M 0.07% 314
2024
Q2 		$281M Sell
2,406,070
-2,458
-0.1% -$293K 0.07% 272
2024
Q1 		$310M Buy
2,408,528
+17,132
+0.7% +$2.11M 0.08% 219
2023
Q4 		$303M Buy
2,391,396
+22,105
+0.9% +$2.38M 0.09% 199
2023
Q3 		$237M Buy
2,369,291
+57,846
+3% +$6.72M 0.08% 252
2023
Q2 		$262M Buy
2,311,445
+35,068
+2% +$4.17M 0.08% 231
2023
Q1 		$286M Buy
2,276,377
+133,881
+6% +$19.7M 0.1% 180
2022
Q4 		$312K Sell
2,142,496
-221,561
-9% -$32M 0.09% 164
2022
Q3 		$331M Sell
2,364,057
-56,723
-2% -$8.71M 0.13% 118
2022
Q2 		$351M Buy
2,420,780
+16,732
+0.7% +$2.84M 0.13% 131
2022
Q1 		$484M Buy
2,404,048
+89,156
+4% +$17.4M 0.15% 106
2021
Q4 		$516M Sell
2,314,892
-16,221
-0.7% -$3.36M 0.16% 89
2021
Q3 		$445M Sell
2,331,113
-43,392
-2% -$8.64M 0.14% 101
2021
Q2 		$432M Buy
2,374,505
+70,250
+3% +$12.6M 0.14% 104
2021
Q1 		$379M Buy
2,304,255
+59,709
+3% +$9.95M 0.13% 113
2020
Q4 		$400M Buy
2,244,546
+155,153
+7% +$25.6M 0.14% 92
2020
Q3 		$334M Buy
2,089,393
+214,779
+11% +$35.9M 0.14% 97
2020
Q2 		$304M Buy
1,874,614
+66,180
+4% +$10.1M 0.13% 98
2020
Q1 		$248M Buy
1,808,434
+61,131
+3% +$9.57M 0.13% 106
2019
Q4 		$282M Buy
1,747,303
+24,244
+1% +$3.82M 0.1% 137
2019
Q3 		$265M Buy
1,723,059
+17,238
+1% +$2.55M 0.1% 138
2019
Q2 		$241M Buy
1,705,821
+65,535
+4% +$9.46M 0.09% 163
2019
Q1 		$234M Buy
1,640,286
+29,898
+2% +$3.94M 0.09% 156
2018
Q4 		$186M Buy
1,610,388
+48,268
+3% +$5.89M 0.08% 200
2018
Q3 		$196M Buy
1,562,120
+58,224
+4% +$7.36M 0.07% 240
2018
Q2 		$190M Buy
1,503,896
+42,687
+3% +$5.33M 0.08% 235
2018
Q1 		$182M Buy
1,461,209
+116,218
+9% +$14.4M 0.08% 242
2017
Q4 		$176M Buy
1,344,991
+54,734
+4% +$6.89M 0.07% 277
2017
Q3 		$153M Buy
1,290,257
+38,377
+3% +$4.61M 0.07% 320
2017
Q2 		$151M Buy
1,251,880
+67,344
+6% +$7.84M 0.07% 291
2017
Q1 		$131M Buy
1,184,536
+154,940
+15% +$17.5M 0.06% 366
2016
Q4 		$114M Buy
1,029,596
+44,538
+5% +$4.78M 0.06% 423
2016
Q3 		$107M Buy
985,058
+38,882
+4% +$4.24M 0.06% 414
2016
Q2 		$97.9M Buy
946,176
+16,963
+2% +$1.62M 0.06% 413
2016
Q1 		$84.5M Buy
929,213
+17,560
+2% +$1.43M 0.05% 468
2015
Q4 		$82.4M Buy
911,653
+11,268
+1% +$1.02M 0.05% 458
2015
Q3 		$76.2M Buy
900,385
+5,509
+0.6% +$495K 0.05% 480
2015
Q2 		$78.3M Sell
894,876
-1,084
-0.1% -$101K 0.05% 512
2015
Q1 		$87.8M Buy
895,960
+5,997
+0.7% +$578K 0.06% 416
2014
Q4 		$79M Buy
889,963
+4,564
+0.5% +$382K 0.05% 434
2014
Q3 		$65.3M Buy
885,399
+28,695
+3% +$2.23M 0.05% 486
2014
Q2 		$66.5M Buy
856,704
+18,122
+2% +$1.36M 0.05% 507
2014
Q1 		$60.8M Buy
838,582
+46,423
+6% +$3.26M 0.05% 521
2013
Q4 		$50.4M Buy
792,159
+35,334
+5% +$2.27M 0.04% 605
2013
Q3 		$48.3M Buy
756,825
+75,256
+11% +$4.96M 0.04% 555
2013
Q2 		$44.8M Buy
+681,569
New +$48.2M 0.04% 554

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors's ARE Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Alexandria Real Estate Equities (ARE) stake by 2.3% in Q1 2026, buying an estimated $2.78M and bringing the position to 2,297,222 shares worth $107M. The position accounts for 0.02% of the portfolio, ranked #1020.

Dimensional Fund Advisors first reported a position in ARE in Q2 2013 and has held it in 52 quarters since. The position peaked at $516M in Q4 2021. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Dimensional Fund Advisors held 2,297,222 shares of Alexandria Real Estate Equities worth $107M as of Q1 2026.
  • Dimensional Fund Advisors bought 52,733 Alexandria Real Estate Equities shares in Q1 2026, an estimated $2.78M.
  • Alexandria Real Estate Equities made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1020 holding.
  • Dimensional Fund Advisors first reported a position in Alexandria Real Estate Equities in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Alexandria Real Estate Equities position peaked at $516M in Q4 2021.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.