Everence Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

Everence Capital 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	$349K	Buy	+6,596	New	+$316K	0.02%	569
2026 Q1	–	Sell	-9,540	Closed	-$467K	–	800
2025 Q4	$467K	Hold	9,540	–	–	0.03%	413
2025 Q3	$795K	Sell	9,540 -6,290	-40%	-$504K	0.05%	282
2025 Q2	$1.15M	Buy	+15,830	New	+$1.18M	0.07%	207
2024 Q3	–	Sell	-5,380	Closed	-$623	–	757
2024 Q2	$623	Hold	5,380	–	–	0.04%	329
2024 Q1	$694	Hold	5,380	–	–	0.05%	311
2023 Q4	$682K	Hold	5,380	–	–	0.05%	311
2023 Q3	$539	Hold	5,380	–	–	0.04%	363
2023 Q2	$610K	Hold	5,380	–	–	0.05%	307
2023 Q1	$676	Hold	5,380	–	–	0.06%	295
2022 Q4	$784	Buy	+5,380	New	+$778K	0.07%	255
2022 Q1	–	Sell	-1,660	Closed	-$370K	–	733
2021 Q4	$370K	Buy	+1,660	New	+$344K	0.03%	520
2020 Q4	–	Sell	-1,991	Closed	-$319K	–	695
2020 Q3	$319K	Hold	1,991	–	–	0.04%	441
2020 Q2	$306K	Hold	1,991	–	–	0.04%	449
2020 Q1	$273K	Hold	1,991	–	–	0.04%	412
2019 Q4	$322K	Buy	+1,991	New	+$314K	0.05%	460

Other funds holding ARE

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Everence Capital Management's ARE Position: Q2 2026 in Review

Everence Capital Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 6,596 shares worth $349K. The stake represents 0.02% of the portfolio and ranks #569 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in ARE as recently as Q4 2025.

Everence Capital Management first reported a position in ARE in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2025. 233 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Everence Capital Management held 6,596 shares of Alexandria Real Estate Equities worth $349K as of Q2 2026.
Alexandria Real Estate Equities was a new Everence Capital Management position in Q2 2026.
Alexandria Real Estate Equities made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #569 holding.
Everence Capital Management first reported a position in Alexandria Real Estate Equities in Q4 2019 and has held it in 16 quarters since.
Everence Capital Management's Alexandria Real Estate Equities position peaked at $1.15M in Q2 2025.
233 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.