EWA
ARE icon

EP Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

EP Wealth 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
Q2 		$281K Buy
+5,324
New +$255K ﹤0.01% 1328
2023
Q4 		– Sell
-2,157
Closed -$216K – 817
2023
Q3 		$216K Buy
2,157
+33
+2% +$3.83K ﹤0.01% 648
2023
Q2 		$238K Hold
2,124
– – ﹤0.01% 614
2023
Q1 		$267K Sell
2,124
-2,862
-57% -$420K ﹤0.01% 512
2022
Q4 		$726K Buy
+4,986
New +$721K 0.01% 329
2022
Q3 		– Sell
-5,237
Closed -$760K – 357
2022
Q2 		$760K Sell
5,237
-134
-2% -$22.7K 0.02% 296
2022
Q1 		$1.08M Sell
5,371
-6
-0.1% -$1.17K 0.02% 261
2021
Q4 		$1.2M Sell
5,377
-30
-0.6% -$6.21K 0.03% 238
2021
Q3 		$1.03M Sell
5,407
-18
-0.3% -$3.58K 0.03% 238
2021
Q2 		$987K Sell
5,425
-62
-1% -$11.1K 0.03% 245
2021
Q1 		$902K Sell
5,487
-559
-9% -$93.2K 0.03% 240
2020
Q4 		$1.08M Sell
6,046
-243
-4% -$40.2K 0.04% 181
2020
Q3 		$1.01M Buy
+6,289
New +$1.05M 0.04% 160
2020
Q2 		– Sell
-20,054
Closed -$3.07M – 150
2020
Q1 		$2.75M Sell
20,054
-289
-1% -$45.3K 0.13% 99
2019
Q4 		$3.29M Sell
20,343
-1,313
-6% -$207K 0.14% 103
2019
Q3 		$3.34M Buy
+21,656
New +$3.2M 0.17% 77
2019
Q2 		– Sell
-22,021
Closed -$3.14M – 318
2019
Q1 		$3.14M Sell
22,021
-805
-4% -$106K 0.3% 55
2018
Q4 		$2.63M Sell
22,826
-711
-3% -$86.7K 0.2% 69
2018
Q3 		$2.96M Buy
23,537
+455
+2% +$57.5K 0.23% 60
2018
Q2 		$2.91M Sell
23,082
-115
-0.5% -$14.4K 0.27% 53
2018
Q1 		$2.9M Buy
+23,197
New +$2.88M 0.28% 54

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's ARE Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 5,324 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in ARE as recently as Q3 2023.

EP Wealth Advisors first reported a position in ARE in Q1 2018 and has held it in 21 quarters since. The position peaked at $3.34M in Q3 2019. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • EP Wealth Advisors held 5,324 shares of Alexandria Real Estate Equities worth $281K as of Q2 2026.
  • Alexandria Real Estate Equities was a new EP Wealth Advisors position in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1328 holding.
  • EP Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q1 2018 and has held it in 21 quarters since.
  • EP Wealth Advisors's Alexandria Real Estate Equities position peaked at $3.34M in Q3 2019.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.