HWA
ARE icon

Heritage Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Heritage Wealth 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 		$5.29K Hold
100
– – ﹤0.01% 566
2026
Q1 		$4.64K Hold
100
– – ﹤0.01% 570
2025
Q4 		$4.89K Sell
100
-250
-71% -$14.7K ﹤0.01% 498
2025
Q3 		$29.2K Hold
350
– – ﹤0.01% 347
2025
Q2 		$25.4K Hold
350
– – ﹤0.01% 348
2025
Q1 		$32.4K Hold
350
– – ﹤0.01% 330
2024
Q4 		$34.1K Hold
350
– – ﹤0.01% 347
2024
Q3 		$41.6K Buy
350
+100
+40% +$11.9K ﹤0.01% 343
2024
Q2 		$29.2K Buy
250
+100
+67% +$11.9K ﹤0.01% 356
2024
Q1 		$19.3K Buy
150
+50
+50% +$6.16K ﹤0.01% 398
2023
Q4 		$12.7K Buy
+100
New +$10.8K ﹤0.01% 440

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

Heritage Wealth Advisors's ARE Position: Q2 2026 in Review

Heritage Wealth Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 100 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Heritage Wealth Advisors first reported a position in ARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.6K in Q3 2024. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Heritage Wealth Advisors held 100 shares of Alexandria Real Estate Equities worth $5.29K as of Q2 2026.
  • Heritage Wealth Advisors left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #566 holding.
  • Heritage Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Advisors's Alexandria Real Estate Equities position peaked at $41.6K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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