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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
Q2 		$496K Sell
9,379
-23
-0.2% -$1.1K 0.01% 784
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 $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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's ARE Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 0.24% in Q2 2026, selling an estimated $1.1K and leaving 9,379 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #784.

Foundations Investment Advisors first reported a position in ARE in Q2 2025 and has held it in 5 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Foundations Investment Advisors held 9,379 shares of Alexandria Real Estate Equities worth $496K as of Q2 2026.
  • Foundations Investment Advisors sold 23 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.1K.
  • Alexandria Real Estate Equities made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #784 holding.
  • Foundations Investment Advisors first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 5 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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