Investor's Fiduciary Advisor Network’s Alexandria Real Estate Equities ARE Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-4,771	Closed	-$233K	–	271
2025 Q4	$233K	Sell	4,771 -463	-9%	-$27.3K	0.05%	251
2025 Q3	$436K	Hold	5,234	–	–	0.15%	153
2025 Q2	$380K	Buy	5,234 +293	+6%	+$21.8K	0.14%	155
2025 Q1	$457K	Buy	4,941 +180	+4%	+$17.6K	0.22%	112
2024 Q4	$464K	Buy	+4,761	New	+$522K	0.18%	134

Other funds holding ARE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Investor's Fiduciary Advisor Network's ARE Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 4,771 shares — an estimated $233K sold.

Investor's Fiduciary Advisor Network first reported a position in ARE in Q4 2024 and held it in 5 quarters. The position peaked at $464K in Q4 2024. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Investor's Fiduciary Advisor Network reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 4,771 Alexandria Real Estate Equities shares in Q1 2026, an estimated $233K.
Investor's Fiduciary Advisor Network first reported a position in Alexandria Real Estate Equities in Q4 2024 and held it in 5 quarters.
Investor's Fiduciary Advisor Network's Alexandria Real Estate Equities position peaked at $464K in Q4 2024.
569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.