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HB Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

HB Wealth Management’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 		$768K Buy
14,536
+5,065
+53% +$242K ﹤0.01% 870
2026
Q1 		$440K Buy
9,471
+4,629
+96% +$244K ﹤0.01% 1037
2025
Q4 		$237K Sell
4,842
-1,300
-21% -$76.5K ﹤0.01% 1260
2025
Q3 		$512K Buy
+6,142
New +$492K ﹤0.01% 846
2025
Q2 		– Sell
-3,885
Closed -$359K – 1171
2025
Q1 		$359K Buy
3,885
+853
+28% +$83.5K ﹤0.01% 889
2024
Q4 		$296K Sell
3,032
-174
-5% -$19.1K ﹤0.01% 820
2024
Q3 		$381K Buy
3,206
+621
+24% +$74K ﹤0.01% 676
2024
Q2 		$302K Buy
2,585
+982
+61% +$117K ﹤0.01% 707
2024
Q1 		$207K Buy
+1,603
New +$198K ﹤0.01% 791

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

HB Wealth Management's ARE Position: Q2 2026 in Review

HB Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 53% in Q2 2026, buying an estimated $242K and bringing the position to 14,536 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

HB Wealth Management first reported a position in ARE in Q1 2024 and has held it in 9 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • HB Wealth Management held 14,536 shares of Alexandria Real Estate Equities worth $768K as of Q2 2026.
  • HB Wealth Management bought 5,065 Alexandria Real Estate Equities shares in Q2 2026, an estimated $242K.
  • Alexandria Real Estate Equities made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #870 holding.
  • HB Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 9 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.