EWM
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Empirical Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Empirical Wealth Management’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 		$243K Sell
4,604
-1,228
-21% -$58.8K ﹤0.01% 949
2026
Q1 		$271K Buy
+5,832
New +$308K ﹤0.01% 833

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Empirical Wealth Management's ARE Position: Q2 2026 in Review

Empirical Wealth Management reduced its Alexandria Real Estate Equities (ARE) stake by 21% in Q2 2026, selling an estimated $58.8K and leaving 4,604 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Empirical Wealth Management first reported a position in ARE in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 230 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Empirical Wealth Management held 4,604 shares of Alexandria Real Estate Equities worth $243K as of Q2 2026.
  • Empirical Wealth Management sold 1,228 Alexandria Real Estate Equities shares in Q2 2026, an estimated $58.8K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Empirical Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Alexandria Real Estate Equities position peaked at $271K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.