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 Q3	$367K	Buy	7,726 +3,640	+89%	+$185K	﹤0.01%	2771
2026 Q2	$216K	Buy	+4,086	New	+$195K	﹤0.01%	3055
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Kestra Advisory Services's ARE Position: Q3 2026 in Review

Kestra Advisory Services increased its Alexandria Real Estate Equities (ARE) stake by 89% in Q3 2026, buying an estimated $185K and bringing the position to 7,726 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Kestra Advisory Services first reported a position in ARE in Q1 2024 and has held it in 9 quarters since. The position peaked at $706K in Q3 2025. 345 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Kestra Advisory Services held 7,726 shares of Alexandria Real Estate Equities worth $367K as of Q3 2026.
Kestra Advisory Services bought 3,640 Alexandria Real Estate Equities shares in Q3 2026, an estimated $185K.
Alexandria Real Estate Equities made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2771 holding.
Kestra Advisory Services first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Alexandria Real Estate Equities position peaked at $706K in Q3 2025.
345 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.