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
Q2 		$4.71M Sell
89,114
-100,030
-53% -$4.79M ﹤0.01% 989
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 $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

Focus Partners Wealth's ARE Position: Q2 2026 in Review

Focus Partners Wealth reduced its Alexandria Real Estate Equities (ARE) stake by 53% in Q2 2026, selling an estimated $4.79M and leaving 89,114 shares worth $4.71M. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Focus Partners Wealth first reported a position in ARE in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.78M in Q1 2026. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Focus Partners Wealth held 89,114 shares of Alexandria Real Estate Equities worth $4.71M as of Q2 2026.
  • Focus Partners Wealth sold 100,030 Alexandria Real Estate Equities shares in Q2 2026, an estimated $4.79M.
  • Alexandria Real Estate Equities made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #989 holding.
  • Focus Partners Wealth first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Alexandria Real Estate Equities position peaked at $8.78M in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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