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BFC Planning, Inc.’s Alexandria Real Estate Equities ARE Stock Holding History

BFC Planning, Inc.’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 		$96.1K Sell
1,818
-376
-17% -$18K ﹤0.01% 1258
2026
Q1 		$102K Buy
2,194
+2,147
+4,568% +$113K ﹤0.01% 1100
2025
Q4 		$2.3K Sell
47
-582
-93% -$34.3K ﹤0.01% 2592
2025
Q3 		$52.4K Hold
629
– – ﹤0.01% 1168
2025
Q2 		$45.7K Sell
629
-1
-0.2% -$74 ﹤0.01% 1164
2025
Q1 		$58.2K Sell
630
-3
-0.5% -$294 0.01% 1051
2024
Q4 		$61.8K Buy
+633
New +$69.4K 0.01% 1022

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
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s ARE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Alexandria Real Estate Equities (ARE) stake by 17% in Q2 2026, selling an estimated $18K and leaving 1,818 shares worth $96.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

BFC Planning, Inc. first reported a position in ARE in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q1 2026. 600 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • BFC Planning, Inc. held 1,818 shares of Alexandria Real Estate Equities worth $96.1K as of Q2 2026.
  • BFC Planning, Inc. sold 376 Alexandria Real Estate Equities shares in Q2 2026, an estimated $18K.
  • Alexandria Real Estate Equities made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1258 holding.
  • BFC Planning, Inc. first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Alexandria Real Estate Equities position peaked at $102K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.