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Evolve Private Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Evolve Private Wealth’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 		$796K Buy
14,872
+8,479
+133% +$406K 0.05% 352
2026
Q1 		$297K Buy
+6,393
New +$337K 0.02% 790

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

Evolve Private Wealth's ARE Position: Q2 2026 in Review

Evolve Private Wealth increased its Alexandria Real Estate Equities (ARE) stake by 133% in Q2 2026, buying an estimated $406K and bringing the position to 14,872 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #352.

Evolve Private Wealth first reported a position in ARE in Q1 2026 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Evolve Private Wealth held 14,872 shares of Alexandria Real Estate Equities worth $796K as of Q2 2026.
  • Evolve Private Wealth bought 8,479 Alexandria Real Estate Equities shares in Q2 2026, an estimated $406K.
  • Alexandria Real Estate Equities made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #352 holding.
  • Evolve Private Wealth first reported a position in Alexandria Real Estate Equities in Q1 2026 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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