Focus Partners Wealth
ARE icon

Focus Partners Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Focus Partners 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
Q1 		$8.78M Buy
189,144
+19,962
+12% +$1.05M 0.01% 755
2025
Q4 		$8.28M Buy
169,182
+149,451
+757% +$8.8M 0.01% 767
2025
Q3 		$1.64M Buy
19,731
+6,522
+49% +$522K ﹤0.01% 1090
2025
Q2 		$959K Buy
13,209
+6,618
+100% +$492K ﹤0.01% 1162
2025
Q1 		$610K Buy
6,591
+4,163
+171% +$408K ﹤0.01% 1258
2024
Q4 		$237K Buy
+2,428
New +$266K ﹤0.01% 1655
2024
Q2 		– Sell
-1,601
Closed -$206K – 1236
2024
Q1 		$206K Buy
+1,601
New +$197K ﹤0.01% 930

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth's ARE Position: Q1 2026 in Review

Focus Partners Wealth increased its Alexandria Real Estate Equities (ARE) stake by 12% in Q1 2026, buying an estimated $1.05M and bringing the position to 189,144 shares worth $8.78M. The position accounts for 0.01% of the portfolio, ranked #755.

Focus Partners Wealth first reported a position in ARE in Q1 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Focus Partners Wealth held 189,144 shares of Alexandria Real Estate Equities worth $8.78M as of Q1 2026.
  • Focus Partners Wealth bought 19,962 Alexandria Real Estate Equities shares in Q1 2026, an estimated $1.05M.
  • Alexandria Real Estate Equities made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #755 holding.
  • Focus Partners Wealth first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.