JWM
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JPL Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

JPL 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 		$846 Sell
16
-18
-53% -$861 ﹤0.01% 1325
2026
Q1 		$1.58K Buy
+34
New +$1.79K ﹤0.01% 1046

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

JPL Wealth Management's ARE Position: Q2 2026 in Review

JPL Wealth Management reduced its Alexandria Real Estate Equities (ARE) stake by 53% in Q2 2026, selling an estimated $861 and leaving 16 shares worth $846. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

JPL Wealth Management first reported a position in ARE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.58K in Q1 2026. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • JPL Wealth Management held 16 shares of Alexandria Real Estate Equities worth $846 as of Q2 2026.
  • JPL Wealth Management sold 18 Alexandria Real Estate Equities shares in Q2 2026, an estimated $861.
  • Alexandria Real Estate Equities made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1325 holding.
  • JPL Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Alexandria Real Estate Equities position peaked at $1.58K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.