Kestra Advisory Services’s Alexandria Real Estate Equities ARE Stock Holding History

Kestra Advisory Services’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	-6,020	Closed	-$295K	–	3180
2025 Q4	$295K	Sell	6,020 -2,446	-29%	-$144K	﹤0.01%	2556
2025 Q3	$706K	Buy	8,466 +3,522	+71%	+$282K	﹤0.01%	1833
2025 Q2	$359K	Buy	4,944 +1,375	+39%	+$102K	﹤0.01%	2220
2025 Q1	$330K	Sell	3,569 -136	-4%	-$13.3K	﹤0.01%	2105
2024 Q4	$361K	Buy	+3,705	New	+$406K	﹤0.01%	2102
2024 Q3	–	Sell	-3,048	Closed	-$360K	–	2563
2024 Q2	$360K	Sell	3,048 -137	-4%	-$16.3K	﹤0.01%	2003
2024 Q1	$415K	Buy	+3,185	New	+$392K	﹤0.01%	1783

Other funds holding ARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Advisory Services's ARE Position: Q1 2026 in Review

Kestra Advisory Services sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 6,020 shares — an estimated $295K sold.

Kestra Advisory Services first reported a position in ARE in Q1 2024 and held it in 7 quarters. The position peaked at $706K in Q3 2025. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Kestra Advisory Services reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 6,020 Alexandria Real Estate Equities shares in Q1 2026, an estimated $295K.
Kestra Advisory Services first reported a position in Alexandria Real Estate Equities in Q1 2024 and held it in 7 quarters.
Kestra Advisory Services's Alexandria Real Estate Equities position peaked at $706K in Q3 2025.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.