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
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

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Elevation Wealth Partners's ARE Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Alexandria Real Estate Equities (ARE) stake by 83% in Q2 2026, selling an estimated $69.5K and leaving 287 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Elevation Wealth Partners first reported a position in ARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $293K in Q1 2024. 181 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Elevation Wealth Partners held 287 shares of Alexandria Real Estate Equities worth $15.2K as of Q2 2026.
  • Elevation Wealth Partners sold 1,452 Alexandria Real Estate Equities shares in Q2 2026, an estimated $69.5K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #674 holding.
  • Elevation Wealth Partners first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Alexandria Real Estate Equities position peaked at $293K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.