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HBW Advisory Services’s Alexandria Real Estate Equities ARE Stock Holding History

HBW Advisory Services’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 		$1.29M Buy
24,401
+1,069
+5% +$51.1K 0.12% 177
2026
Q1 		$1.08M Buy
23,332
+4,646
+25% +$245K 0.11% 182
2025
Q4 		$914K Sell
18,686
-1,508
-7% -$88.8K 0.1% 191
2025
Q3 		$1.68M Buy
+20,194
New +$1.62M 0.19% 124

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 $3.37T AUM 44.26% 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

HBW Advisory Services's ARE Position: Q2 2026 in Review

HBW Advisory Services increased its Alexandria Real Estate Equities (ARE) stake by 4.6% in Q2 2026, buying an estimated $51.1K and bringing the position to 24,401 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #177.

HBW Advisory Services first reported a position in ARE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q3 2025. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • HBW Advisory Services held 24,401 shares of Alexandria Real Estate Equities worth $1.29M as of Q2 2026.
  • HBW Advisory Services bought 1,069 Alexandria Real Estate Equities shares in Q2 2026, an estimated $51.1K.
  • Alexandria Real Estate Equities made up 0.12% of HBW Advisory Services's portfolio in Q2 2026, its #177 holding.
  • HBW Advisory Services first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 4 quarters since.
  • HBW Advisory Services's Alexandria Real Estate Equities position peaked at $1.68M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.