Larson Financial Group’s Alexandria Real Estate Equities ARE Stock Holding History

Larson Financial Group’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	$33.6K	Buy	724 +360	+99%	+$19K	﹤0.01%	1569
2025 Q4	$17.8K	Buy	364 +76	+26%	+$4.47K	﹤0.01%	1784
2025 Q3	$24K	Buy	288 +4	+1%	+$320	﹤0.01%	1533
2025 Q2	$20.6K	Sell	284 -587	-67%	-$43.6K	﹤0.01%	1477
2025 Q1	$80.6K	Buy	871 +766	+730%	+$75K	﹤0.01%	857
2024 Q4	$10.2K	Sell	105 -41	-28%	-$4.5K	﹤0.01%	1479
2024 Q3	$17.3K	Buy	146 +127	+668%	+$15.1K	﹤0.01%	1273
2024 Q2	$2.22K	Buy	+19	New	+$2.27K	﹤0.01%	1583

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

Larson Financial Group's ARE Position: Q1 2026 in Review

Larson Financial Group increased its Alexandria Real Estate Equities (ARE) stake by 99% in Q1 2026, buying an estimated $19K and bringing the position to 724 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Larson Financial Group first reported a position in ARE in Q2 2024 and has held it in 8 quarters since. The position peaked at $80.6K in Q1 2025. 568 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Larson Financial Group held 724 shares of Alexandria Real Estate Equities worth $33.6K as of Q1 2026.
Larson Financial Group bought 360 Alexandria Real Estate Equities shares in Q1 2026, an estimated $19K.
Alexandria Real Estate Equities made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1569 holding.
Larson Financial Group first reported a position in Alexandria Real Estate Equities in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Alexandria Real Estate Equities position peaked at $80.6K in Q1 2025.
568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.