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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
Q2 		$63.1K Buy
1,195
+471
+65% +$22.5K ﹤0.01% 1413
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
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

Larson Financial Group's ARE Position: Q2 2026 in Review

Larson Financial Group increased its Alexandria Real Estate Equities (ARE) stake by 65% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,195 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Larson Financial Group first reported a position in ARE in Q2 2024 and has held it in 9 quarters since. The position peaked at $80.6K in Q1 2025. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Larson Financial Group held 1,195 shares of Alexandria Real Estate Equities worth $63.1K as of Q2 2026.
  • Larson Financial Group bought 471 Alexandria Real Estate Equities shares in Q2 2026, an estimated $22.5K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1413 holding.
  • Larson Financial Group first reported a position in Alexandria Real Estate Equities in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Alexandria Real Estate Equities position peaked at $80.6K in Q1 2025.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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