EWA
ARE icon

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

EverSource 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 		$259K Buy
4,904
+2,182
+80% +$104K 0.01% 879
2026
Q1 		$126K Buy
2,722
+1,695
+165% +$89.4K ﹤0.01% 1289
2025
Q4 		$50.3K Sell
1,027
-3,848
-79% -$226K ﹤0.01% 1748
2025
Q3 		$406K Buy
4,875
+173
+4% +$13.9K 0.02% 583
2025
Q2 		$342K Buy
4,702
+3,810
+427% +$283K 0.02% 608
2025
Q1 		$82.5K Buy
892
+594
+199% +$58.2K ﹤0.01% 989
2024
Q4 		$29.1K Buy
298
+109
+58% +$11.9K ﹤0.01% 1441
2024
Q3 		$22.4K Buy
189
+7
+4% +$834 ﹤0.01% 1432
2024
Q2 		$21.3K Buy
182
+38
+26% +$4.53K ﹤0.01% 1473
2024
Q1 		$16.7K Sell
144
-89
-38% -$11K ﹤0.01% 1455
2023
Q4 		$29.5K Buy
233
+171
+276% +$18.4K ﹤0.01% 1090
2023
Q3 		$6.21K Buy
62
+48
+343% +$5.58K ﹤0.01% 1615
2023
Q2 		$1.59K Sell
14
-78
-85% -$9.29K ﹤0.01% 2092
2023
Q1 		$11.6K Sell
92
-161
-64% -$23.7K ﹤0.01% 1293
2022
Q4 		$36.9K Buy
253
+131
+107% +$18.9K 0.01% 873
2022
Q3 		$17K Buy
122
+50
+69% +$7.67K ﹤0.01% 948
2022
Q2 		$10K Buy
72
+43
+148% +$7.3K ﹤0.01% 1022
2022
Q1 		$6K Buy
29
+8
+38% +$1.56K ﹤0.01% 1163
2021
Q4 		$5K Buy
+21
New +$4.35K ﹤0.01% 1230

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Alexandria Real Estate Equities (ARE) stake by 80% in Q2 2026, buying an estimated $104K and bringing the position to 4,904 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #879.

EverSource Wealth Advisors first reported a position in ARE in Q4 2021 and has held it in 19 quarters since. The position peaked at $406K in Q3 2025. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • EverSource Wealth Advisors held 4,904 shares of Alexandria Real Estate Equities worth $259K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,182 Alexandria Real Estate Equities shares in Q2 2026, an estimated $104K.
  • Alexandria Real Estate Equities made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #879 holding.
  • EverSource Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Alexandria Real Estate Equities position peaked at $406K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.