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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's ARE Position: Q1 2026 in Review

Heritage Wealth Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q1 2026 at 100 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Heritage Wealth Advisors first reported a position in ARE in Q4 2023 and has held it in 10 quarters since. The position peaked at $41.6K in Q3 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Heritage Wealth Advisors held 100 shares of Alexandria Real Estate Equities worth $4.64K as of Q1 2026.
  • Heritage Wealth Advisors left its Alexandria Real Estate Equities share count unchanged in Q1 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #570 holding.
  • Heritage Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 10 quarters since.
  • Heritage Wealth Advisors's Alexandria Real Estate Equities position peaked at $41.6K in Q3 2024.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.