High Note Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

High Note Wealth’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	–	Sell	-34	Closed	-$1.58K	–	963
2026 Q1	$1.58K	Buy	+34	New	+$1.79K	﹤0.01%	848
2025 Q4	–	Sell	-52	Closed	-$4.33K	–	918
2025 Q3	$4.33K	Buy	52 +3	+6%	+$240	﹤0.01%	537
2025 Q2	$3.56K	Buy	+49	New	+$3.64K	﹤0.01%	573
2025 Q1	–	Sell	-34	Closed	-$3.32K	–	886
2024 Q4	$3.32K	Buy	+34	New	+$3.73K	﹤0.01%	607

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

High Note Wealth's ARE Position: Q2 2026 in Review

High Note Wealth sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 34 shares — an estimated $1.58K sold.

High Note Wealth first reported a position in ARE in Q4 2024 and held it in 4 quarters. The position peaked at $4.33K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

High Note Wealth reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
High Note Wealth sold 34 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.58K.
High Note Wealth first reported a position in Alexandria Real Estate Equities in Q4 2024 and held it in 4 quarters.
High Note Wealth's Alexandria Real Estate Equities position peaked at $4.33K in Q3 2025.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.