EWP
ARE icon

Elevation Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Elevation Wealth Partners’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
Q3 		$20.8K Buy
439
+152
+53% +$7.71K 0.01% 668
2026
Q2 		$15.2K Sell
287
-1,452
-83% -$69.5K ﹤0.01% 674
2026
Q1 		$80.7K Buy
1,739
+394
+29% +$20.8K 0.03% 184
2025
Q4 		$65.8K Sell
1,345
-857
-39% -$50.4K 0.02% 205
2025
Q3 		$184K Sell
2,202
-68
-3% -$5.45K 0.07% 121
2025
Q2 		$165K Hold
2,270
– – 0.07% 124
2025
Q1 		$210K Hold
2,270
– – 0.09% 106
2024
Q4 		$221K Hold
2,270
– – 0.09% 110
2024
Q3 		$270K Hold
2,270
– – 0.12% 95
2024
Q2 		$266K Hold
2,270
– – 0.13% 92
2024
Q1 		$293K Hold
2,270
– – 0.15% 92
2023
Q4 		$227K Buy
+2,270
New +$244K 0.14% 91

Other funds holding ARE

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's ARE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Alexandria Real Estate Equities (ARE) stake by 53% in Q3 2026, buying an estimated $7.71K and bringing the position to 439 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #668.

Elevation Wealth Partners first reported a position in ARE in Q4 2023 and has held it in 12 quarters since. The position peaked at $293K in Q1 2024. 19 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • Elevation Wealth Partners held 439 shares of Alexandria Real Estate Equities worth $20.8K as of Q3 2026.
  • Elevation Wealth Partners bought 152 Alexandria Real Estate Equities shares in Q3 2026, an estimated $7.71K.
  • Alexandria Real Estate Equities made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #668 holding.
  • Elevation Wealth Partners first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Alexandria Real Estate Equities position peaked at $293K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.