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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
Q2 		$1.08M Buy
20,519
+12,767
+165% +$611K 0.01% 1173
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 $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

Integrated Wealth Concepts's ARE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Alexandria Real Estate Equities (ARE) stake by 165% in Q2 2026, buying an estimated $611K and bringing the position to 20,519 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1173.

Integrated Wealth Concepts first reported a position in ARE in Q4 2022 and has held it in 14 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Integrated Wealth Concepts held 20,519 shares of Alexandria Real Estate Equities worth $1.08M as of Q2 2026.
  • Integrated Wealth Concepts bought 12,767 Alexandria Real Estate Equities shares in Q2 2026, an estimated $611K.
  • Alexandria Real Estate Equities made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1173 holding.
  • Integrated Wealth Concepts first reported a position in Alexandria Real Estate Equities in Q4 2022 and has held it in 14 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.