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

Evergreen 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	$408K	Buy	+7,625	New	+$365K	0.01%	1025
2025 Q4	–	Sell	-9,046	Closed	-$766K	–	1424
2025 Q3	$766K	Buy	9,046 +6,067	+204%	+$486K	0.02%	474
2025 Q2	$220K	Sell	2,979 -1,080	-27%	-$80.2K	0.01%	983
2025 Q1	$381K	Buy	4,059 +314	+8%	+$30.8K	0.01%	621
2024 Q4	$370K	Buy	3,745 +779	+26%	+$85.4K	0.01%	637
2024 Q3	$356K	Buy	2,966 +52	+2%	+$6.2K	0.01%	643
2024 Q2	$345K	Sell	2,914 -7	-0.2%	-$834	0.01%	604
2024 Q1	$380K	Buy	2,921 +47	+2%	+$5.79K	0.01%	534
2023 Q4	$368K	Buy	+2,874	New	+$309K	0.02%	515

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evergreen Capital Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 7,625 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in ARE as recently as Q3 2025.

Evergreen Capital Management first reported a position in ARE in Q4 2023 and has held it in 9 quarters since. The position peaked at $766K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Evergreen Capital Management held 7,625 shares of Alexandria Real Estate Equities worth $408K as of Q2 2026.
Alexandria Real Estate Equities was a new Evergreen Capital Management position in Q2 2026.
Alexandria Real Estate Equities made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1025 holding.
Evergreen Capital Management first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 9 quarters since.
Evergreen Capital Management's Alexandria Real Estate Equities position peaked at $766K in Q3 2025.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.