IFP Advisors’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $158K | Buy |
2,992
+2,552
| +580% | +$122K | ﹤0.01% | 1670 |
|
|
2026
Q1 | $20.4K | Sell |
440
-555
| -56% | -$29.3K | ﹤0.01% | 2766 |
|
|
2025
Q4 | $48.7K | Sell |
995
-647
| -39% | -$38.1K | ﹤0.01% | 2201 |
|
|
2025
Q3 | $137K | Buy |
1,642
+18
| +1% | +$1.44K | ﹤0.01% | 1491 |
|
|
2025
Q2 | $118K | Buy |
1,624
+1,432
| +746% | +$106K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $17.8K | Buy |
192
+23
| +14% | +$2.25K | ﹤0.01% | 2337 |
|
|
2024
Q4 | $16.5K | Sell |
169
-10
| -6% | -$1.1K | ﹤0.01% | 2333 |
|
|
2024
Q3 | $21.2K | Sell |
179
-6
| -3% | -$715 | ﹤0.01% | 2120 |
|
|
2024
Q2 | $21.6K | Buy |
185
+93
| +101% | +$11.1K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $11.9K | Buy |
92
+50
| +119% | +$6.16K | ﹤0.01% | 2173 |
|
|
2023
Q4 | $5.32K | Buy |
42
+27
| +180% | +$2.91K | ﹤0.01% | 2402 |
|
|
2023
Q3 | $1.49K | Sell |
15
-21
| -58% | -$2.44K | ﹤0.01% | 2913 |
|
|
2023
Q2 | $4.08K | Buy |
36
+14
| +64% | +$1.67K | ﹤0.01% | 2616 |
|
|
2023
Q1 | $2.02K | Sell |
22
-830
| -97% | -$122K | ﹤0.01% | 2892 |
|
|
2022
Q4 | $82K | Sell |
852
-46
| -5% | -$6.65K | ﹤0.01% | 1872 |
|
|
2022
Q3 | $94K | Buy |
898
+156
| +21% | +$23.9K | ﹤0.01% | 1886 |
|
|
2022
Q2 | $81K | Hold |
742
| – | – | ﹤0.01% | 1823 |
|
|
2022
Q1 | $81K | Buy |
742
+697
| +1,549% | +$136K | ﹤0.01% | 1823 |
|
|
2021
Q4 | $11K | Buy |
45
+25
| +125% | +$5.17K | ﹤0.01% | 2175 |
|
|
2021
Q3 | $6K | Buy |
20
+1
| +5% | +$199 | ﹤0.01% | 2464 |
|
|
2021
Q2 | $3K | Buy |
19
+1
| +6% | +$179 | ﹤0.01% | 2612 |
|
|
2021
Q1 | $2K | Sell |
18
-52
| -74% | -$8.67K | ﹤0.01% | 2641 |
|
|
2020
Q4 | $13K | Sell |
70
-4
| -5% | -$661 | ﹤0.01% | 1947 |
|
|
2020
Q3 | $12K | Sell |
74
-14
| -16% | -$2.34K | ﹤0.01% | 1827 |
|
|
2020
Q2 | $14K | Sell |
88
-33
| -27% | -$5.04K | ﹤0.01% | 1686 |
|
|
2020
Q1 | $17K | Buy |
121
+13
| +12% | +$2.04K | ﹤0.01% | 1554 |
|
|
2019
Q4 | $17K | Hold |
108
| – | – | ﹤0.01% | 1675 |
|
|
2019
Q3 | $16K | Buy |
+108
| New | +$16K | ﹤0.01% | 1852 |
|
|
2019
Q1 | $13K | Sell |
94
-269
| -74% | -$35.4K | ﹤0.01% | 1489 |
|
|
2018
Q4 | $41K | Sell |
363
-714
| -66% | -$87.1K | ﹤0.01% | 1713 |
|
|
2018
Q3 | $135K | Sell |
1,077
-16
| -1% | -$2.02K | 0.01% | 1300 |
|
|
2018
Q2 | $138K | Buy |
1,093
+67
| +7% | +$8.37K | 0.01% | 1296 |
|
|
2018
Q1 | $134K | Hold |
1,026
| – | – | 0.01% | 1206 |
|
|
2017
Q4 | $134K | Sell |
1,026
-894
| -47% | -$113K | 0.01% | 1215 |
|
|
2017
Q3 | $228K | Buy |
1,920
+14
| +0.7% | +$1.68K | 0.01% | 1066 |
|
|
2017
Q2 | $230K | Buy |
1,906
+1,594
| +511% | +$186K | 0.01% | 1044 |
|
|
2017
Q1 | $34K | Buy |
312
+36
| +13% | +$4.07K | ﹤0.01% | 2158 |
|
|
2016
Q4 | $31K | Sell |
276
-89
| -24% | -$9.55K | ﹤0.01% | 2168 |
|
|
2016
Q3 | $40K | Buy |
365
+53
| +17% | +$5.77K | ﹤0.01% | 1957 |
|
|
2016
Q2 | $32K | Buy |
312
+218
| +232% | +$20.8K | ﹤0.01% | 2029 |
|
|
2016
Q1 | $13K | Sell |
94
-278
| -75% | -$22.6K | ﹤0.01% | 1489 |
|
|
2015
Q4 | $34K | Buy |
+372
| New | +$33.6K | ﹤0.01% | 1839 |
|
Other funds holding ARE
AAMU
IFP Advisors's ARE Position: Q2 2026 in Review
IFP Advisors increased its Alexandria Real Estate Equities (ARE) stake by 580% in Q2 2026, buying an estimated $122K and bringing the position to 2,992 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.
IFP Advisors first reported a position in ARE in Q4 2015 and has held it in 42 quarters since. The position peaked at $230K in Q2 2017. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.
- IFP Advisors held 2,992 shares of Alexandria Real Estate Equities worth $158K as of Q2 2026.
- IFP Advisors bought 2,552 Alexandria Real Estate Equities shares in Q2 2026, an estimated $122K.
- Alexandria Real Estate Equities made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1670 holding.
- IFP Advisors first reported a position in Alexandria Real Estate Equities in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Alexandria Real Estate Equities position peaked at $230K in Q2 2017.
- 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.