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Foundations Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Foundations Investment 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
Q1 		$436K Buy
9,402
+1,478
+19% +$78K 0.01% 754
2025
Q4 		$388K Buy
7,924
+2,312
+41% +$136K 0.01% 800
2025
Q3 		$468K Buy
5,612
+685
+14% +$54.9K 0.01% 673
2025
Q2 		$358K Buy
+4,927
New +$366K 0.01% 688

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

Foundations Investment Advisors's ARE Position: Q1 2026 in Review

Foundations Investment Advisors increased its Alexandria Real Estate Equities (ARE) stake by 19% in Q1 2026, buying an estimated $78K and bringing the position to 9,402 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #754.

Foundations Investment Advisors first reported a position in ARE in Q2 2025 and has held it in 4 quarters since. The position peaked at $468K in Q3 2025. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Foundations Investment Advisors held 9,402 shares of Alexandria Real Estate Equities worth $436K as of Q1 2026.
  • Foundations Investment Advisors bought 1,478 Alexandria Real Estate Equities shares in Q1 2026, an estimated $78K.
  • Alexandria Real Estate Equities made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #754 holding.
  • Foundations Investment Advisors first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Alexandria Real Estate Equities position peaked at $468K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.