IA
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Invested Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Invested 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
Q2 		$314K Buy
5,933
+395
+7% +$18.9K 0.28% 101
2026
Q1 		$257K Buy
5,538
+722
+15% +$38.1K 0.26% 107
2025
Q4 		$236K Buy
4,816
+2,060
+75% +$121K 0.24% 113
2025
Q3 		$268K Buy
+2,756
New +$221K 0.39% 76

Other funds holding ARE

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invested Advisors's ARE Position: Q2 2026 in Review

Invested Advisors increased its Alexandria Real Estate Equities (ARE) stake by 7.1% in Q2 2026, buying an estimated $18.9K and bringing the position to 5,933 shares worth $314K. The position accounts for 0.28% of the portfolio, ranked #101.

Invested Advisors first reported a position in ARE in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Invested Advisors held 5,933 shares of Alexandria Real Estate Equities worth $314K as of Q2 2026.
  • Invested Advisors bought 395 Alexandria Real Estate Equities shares in Q2 2026, an estimated $18.9K.
  • Alexandria Real Estate Equities made up 0.28% of Invested Advisors's portfolio in Q2 2026, its #101 holding.
  • Invested Advisors first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.