IWC
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Integrated Wealth Concepts’s Alexandria Real Estate Equities ARE Stock Holding History

Integrated Wealth Concepts’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 		$360K Buy
+7,752
New +$409K ﹤0.01% 1742
2025
Q4 		– Sell
-11,253
Closed -$938K – 1633
2025
Q3 		$938K Buy
11,253
+1,682
+18% +$135K 0.01% 1018
2025
Q2 		$695K Buy
9,571
+7,274
+317% +$540K 0.01% 1103
2025
Q1 		$213K Buy
2,297
+111
+5% +$10.9K ﹤0.01% 1595
2024
Q4 		$213K Buy
2,186
+419
+24% +$45.9K ﹤0.01% 1570
2024
Q3 		$210K Sell
1,767
-16
-0.9% -$1.91K ﹤0.01% 1539
2024
Q2 		$209K Sell
1,783
-716
-29% -$85.3K ﹤0.01% 1501
2024
Q1 		$322K Sell
2,499
-405
-14% -$49.9K ﹤0.01% 1285
2023
Q4 		$368K Sell
2,904
-1,949
-40% -$210K 0.01% 1148
2023
Q3 		$486K Buy
4,853
+184
+4% +$21.4K 0.01% 991
2023
Q2 		$530K Buy
4,669
+451
+11% +$53.7K 0.01% 966
2023
Q1 		$530K Buy
4,218
+2,654
+170% +$390K 0.01% 831
2022
Q4 		$228K Buy
+1,564
New +$226K 0.01% 898

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

Integrated Wealth Concepts's ARE Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2026: 7,752 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1742 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ARE as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ARE in Q4 2022 and has held it in 13 quarters since. The position peaked at $938K in Q3 2025. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Integrated Wealth Concepts held 7,752 shares of Alexandria Real Estate Equities worth $360K as of Q1 2026.
  • Alexandria Real Estate Equities was a new Integrated Wealth Concepts position in Q1 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1742 holding.
  • Integrated Wealth Concepts first reported a position in Alexandria Real Estate Equities in Q4 2022 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Alexandria Real Estate Equities position peaked at $938K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.