Jones Financial Companies
ARE icon

Jones Financial Companies’s Alexandria Real Estate Equities ARE Stock Holding History

Jones Financial Companies’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 		$530K Buy
9,590
+2,785
+41% +$133K ﹤0.01% 2192
2026
Q1 		$313K Buy
6,805
+1,891
+38% +$99.8K ﹤0.01% 2235
2025
Q4 		$240K Sell
4,914
-119
-2% -$7K ﹤0.01% 1819
2025
Q3 		$422K Buy
5,033
+1,736
+53% +$139K ﹤0.01% 1459
2025
Q2 		$242K Buy
3,297
+928
+39% +$68.9K ﹤0.01% 1581
2025
Q1 		$227K Buy
2,369
+1,250
+112% +$122K ﹤0.01% 1450
2024
Q4 		$109K Buy
1,119
+737
+193% +$80.8K ﹤0.01% 1595
2024
Q3 		$46.2K Buy
382
+240
+169% +$28.6K ﹤0.01% 1672
2024
Q2 		$16.6K Buy
142
+141
+14,100% +$16.8K ﹤0.01% 1602
2024
Q1 		$129 Sell
1
-47
-98% -$5.79K ﹤0.01% 1351
2023
Q4 		$6.08K Buy
48
+31
+182% +$3.34K ﹤0.01% 739
2023
Q3 		$1.7K Buy
+17
New +$1.98K ﹤0.01% 584
2023
Q1 		– Sell
-78
Closed -$11K – 579
2022
Q4 		$11K Hold
78
– – ﹤0.01% 465
2022
Q3 		$11K Sell
78
-7
-8% -$1.07K ﹤0.01% 411
2022
Q2 		$12K Sell
85
-10
-11% -$1.7K ﹤0.01% 453
2022
Q1 		$19K Buy
95
+17
+22% +$3.32K ﹤0.01% 442
2021
Q4 		$17K Hold
78
– – ﹤0.01% 481
2021
Q3 		$15K Hold
78
– – ﹤0.01% 446
2021
Q2 		$14K Sell
78
-20
-20% -$3.58K ﹤0.01% 436
2021
Q1 		$16K Buy
98
+20
+26% +$3.33K ﹤0.01% 477
2020
Q4 		$14K Buy
+78
New +$12.9K ﹤0.01% 394

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

Jones Financial Companies's ARE Position: Q2 2026 in Review

Jones Financial Companies increased its Alexandria Real Estate Equities (ARE) stake by 41% in Q2 2026, buying an estimated $133K and bringing the position to 9,590 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Jones Financial Companies first reported a position in ARE in Q4 2020 and has held it in 21 quarters since. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Jones Financial Companies held 9,590 shares of Alexandria Real Estate Equities worth $530K as of Q2 2026.
  • Jones Financial Companies bought 2,785 Alexandria Real Estate Equities shares in Q2 2026, an estimated $133K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2192 holding.
  • Jones Financial Companies first reported a position in Alexandria Real Estate Equities in Q4 2020 and has held it in 21 quarters since.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.