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Jackson Thornton Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Jackson Thornton Wealth Management’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 		$333K Buy
+6,298
New +$301K 0.03% 251
2025
Q4 		– Sell
-3,202
Closed -$241K – 304
2025
Q3 		$241K Buy
+3,202
New +$257K 0.02% 233

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's ARE Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 6,298 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in ARE as recently as Q3 2025.

Jackson Thornton Wealth Management first reported a position in ARE in Q3 2025 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Jackson Thornton Wealth Management held 6,298 shares of Alexandria Real Estate Equities worth $333K as of Q2 2026.
  • Alexandria Real Estate Equities was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Alexandria Real Estate Equities made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Jackson Thornton Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.