EPIM
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Evelyn Partners Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Evelyn Partners Investment 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
Q1 		$5.57K Hold
120
– – ﹤0.01% 376
2025
Q4 		$5.87K Hold
120
– – ﹤0.01% 378
2025
Q3 		$10K Hold
120
– – ﹤0.01% 352
2025
Q2 		$8.72K Sell
120
-6,487
-98% -$482K ﹤0.01% 366
2025
Q1 		$611K Sell
6,607
-4,453
-40% -$436K 0.02% 144
2024
Q4 		$1.08M Buy
+11,060
New +$1.21M 0.04% 123

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

Evelyn Partners Investment Management's ARE Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Alexandria Real Estate Equities (ARE) position steady in Q1 2026 at 120 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Evelyn Partners Investment Management first reported a position in ARE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 568 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Evelyn Partners Investment Management held 120 shares of Alexandria Real Estate Equities worth $5.57K as of Q1 2026.
  • Evelyn Partners Investment Management left its Alexandria Real Estate Equities share count unchanged in Q1 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #376 holding.
  • Evelyn Partners Investment Management first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Alexandria Real Estate Equities position peaked at $1.08M in Q4 2024.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.