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First Foundation Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

First Foundation 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 		$556K Sell
10,527
-905
-8% -$43.3K 0.02% 232
2026
Q1 		$531K Sell
11,432
-12
-0.1% -$633 0.02% 228
2025
Q4 		$560K Sell
11,444
-300
-3% -$17.7K 0.02% 223
2025
Q3 		$979K Sell
11,744
-483
-4% -$38.7K 0.04% 179
2025
Q2 		$888K Buy
12,227
+270
+2% +$20.1K 0.03% 197
2025
Q1 		$1.11M Sell
11,957
-334
-3% -$32.7K 0.05% 160
2024
Q4 		$1.2M Sell
12,291
-756
-6% -$82.9K 0.05% 160
2024
Q3 		$1.55M Buy
13,047
+1,154
+10% +$137K 0.06% 144
2024
Q2 		$1.39M Buy
11,893
+591
+5% +$70.4K 0.05% 143
2024
Q1 		$1.46M Sell
11,302
-530
-4% -$65.3K 0.06% 139
2023
Q4 		$1.5M Sell
11,832
-18,750
-61% -$2.02M 0.07% 138
2023
Q3 		$3.06M Sell
30,582
-14,132
-32% -$1.64M 0.14% 96
2023
Q2 		$5.07M Buy
44,714
+2,321
+5% +$276K 0.22% 81
2023
Q1 		$5.32M Sell
42,393
-6,328
-13% -$930K 0.24% 75
2022
Q4 		$7.1M Buy
48,721
+1,644
+3% +$238K 0.34% 67
2022
Q3 		$6.6M Buy
47,077
+3,458
+8% +$531K 0.32% 65
2022
Q2 		$6.33M Sell
43,619
-1,363
-3% -$231K 0.28% 66
2022
Q1 		$9.05M Buy
44,982
+254
+0.6% +$49.6K 0.33% 63
2021
Q4 		$9.97M Sell
44,728
-619
-1% -$128K 0.34% 60
2021
Q3 		$8.66M Buy
45,347
+1,824
+4% +$363K 0.32% 62
2021
Q2 		$7.92M Buy
43,523
+779
+2% +$139K 0.31% 67
2021
Q1 		$7.02M Buy
42,744
+138
+0.3% +$23K 0.3% 64
2020
Q4 		$7.59M Buy
42,606
+2,300
+6% +$380K 0.34% 54
2020
Q3 		$6.45M Buy
40,306
+2,064
+5% +$345K 0.3% 54
2020
Q2 		$6.21M Buy
38,242
+2,385
+7% +$365K 0.32% 51
2020
Q1 		$4.92M Buy
35,857
+679
+2% +$106K 0.3% 54
2019
Q4 		$5.68M Buy
35,178
+14,896
+73% +$2.35M 0.28% 66
2019
Q3 		$3.12M Buy
20,282
+250
+1% +$36.9K 0.17% 87
2019
Q2 		$2.83M Buy
20,032
+762
+4% +$110K 0.16% 99
2019
Q1 		$2.75M Buy
19,270
+1,169
+6% +$154K 0.16% 98
2018
Q4 		$2.09M Sell
18,101
-700
-4% -$85.4K 0.13% 105
2018
Q3 		$2.37M Hold
18,801
– – 0.13% 99
2018
Q2 		$2.37M Sell
18,801
-4,089
-18% -$511K 0.14% 97
2018
Q1 		$2.86M Hold
22,890
– – 0.16% 86
2017
Q4 		$2.99M Buy
22,890
+300
+1% +$37.8K 0.16% 87
2017
Q3 		$2.69M Sell
22,590
-140
-0.6% -$16.8K 0.15% 86
2017
Q2 		$2.74M Hold
22,730
– – 0.16% 82
2017
Q1 		$2.51M Buy
22,730
+1,900
+9% +$215K 0.16% 93
2016
Q4 		$2.31M Buy
20,830
+1,240
+6% +$133K 0.15% 97
2016
Q3 		$2.13M Sell
19,590
-7,436
-28% -$810K 0.15% 94
2016
Q2 		$2.8M Buy
27,026
+186
+0.7% +$17.8K 0.2% 78
2016
Q1 		$2.44M Buy
26,840
+9,200
+52% +$749K 0.18% 82
2015
Q4 		$1.59M Buy
17,640
+12,878
+270% +$1.16M 0.11% 104
2015
Q3 		$403K Buy
4,762
+2,462
+107% +$221K 0.03% 169
2015
Q2 		$201K Buy
+2,300
New +$213K 0.02% 211

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

First Foundation Advisors's ARE Position: Q2 2026 in Review

First Foundation Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 7.9% in Q2 2026, selling an estimated $43.3K and leaving 10,527 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #232.

First Foundation Advisors first reported a position in ARE in Q2 2015 and has held it in 45 quarters since. The position peaked at $9.97M in Q4 2021. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • First Foundation Advisors held 10,527 shares of Alexandria Real Estate Equities worth $556K as of Q2 2026.
  • First Foundation Advisors sold 905 Alexandria Real Estate Equities shares in Q2 2026, an estimated $43.3K.
  • Alexandria Real Estate Equities made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #232 holding.
  • First Foundation Advisors first reported a position in Alexandria Real Estate Equities in Q2 2015 and has held it in 45 quarters since.
  • First Foundation Advisors's Alexandria Real Estate Equities position peaked at $9.97M in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.