Greenleaf Trust’s Alexandria Real Estate Equities ARE Stock Holding History

Greenleaf Trust’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	$264K	Buy	+4,994	New	+$239K	﹤0.01%	741
2025 Q4	–	Sell	-3,182	Closed	-$265K	–	817
2025 Q3	$265K	Buy	+3,182	New	+$255K	﹤0.01%	687
2024 Q4	–	Sell	-2,121	Closed	-$252K	–	809
2024 Q3	$252K	Sell	2,121 -32	-1%	-$3.81K	﹤0.01%	726
2024 Q2	$252K	Sell	2,153 -82	-4%	-$9.77K	﹤0.01%	671
2024 Q1	$288K	Buy	2,235 +141	+7%	+$17.4K	﹤0.01%	621
2023 Q4	$265K	Buy	+2,094	New	+$225K	﹤0.01%	631
2023 Q1	–	Sell	-2,092	Closed	-$305K	–	773
2022 Q4	$305K	Sell	2,092 -95	-4%	-$13.7K	﹤0.01%	578
2022 Q3	$307K	Buy	2,187 +330	+18%	+$50.6K	﹤0.01%	527
2022 Q2	$269K	Buy	1,857 +267	+17%	+$45.3K	﹤0.01%	586
2022 Q1	$320K	Buy	1,590 +251	+19%	+$49K	﹤0.01%	569
2021 Q4	$299K	Buy	+1,339	New	+$277K	﹤0.01%	599
2018 Q1	–	Sell	-152	Closed	-$20K	–	544
2017 Q4	$20K	Hold	152	–	–	﹤0.01%	587
2017 Q3	$18K	Buy	+152	New	+$18.3K	﹤0.01%	588

Other funds holding ARE

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Greenleaf Trust's ARE Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 4,994 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in ARE as recently as Q3 2025.

Greenleaf Trust first reported a position in ARE in Q3 2017 and has held it in 13 quarters since. The position peaked at $320K in Q1 2022. 174 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Greenleaf Trust held 4,994 shares of Alexandria Real Estate Equities worth $264K as of Q2 2026.
Alexandria Real Estate Equities was a new Greenleaf Trust position in Q2 2026.
Alexandria Real Estate Equities made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #741 holding.
Greenleaf Trust first reported a position in Alexandria Real Estate Equities in Q3 2017 and has held it in 13 quarters since.
Greenleaf Trust's Alexandria Real Estate Equities position peaked at $320K in Q1 2022.
174 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.