LB
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Legacy Bridge’s Alexandria Real Estate Equities ARE Stock Holding History

Legacy Bridge’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
-21
Closed -$1.03K – 340
2025
Q4 		$1.03K Buy
+21
New +$1.24K ﹤0.01% 444
2025
Q2 		– Sell
-2
Closed -$153 – 310
2025
Q1 		$153 Buy
+2
New +$196 ﹤0.01% 307

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Bridge's ARE Position: Q1 2026 in Review

Legacy Bridge sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 21 shares — an estimated $1.03K sold.

Legacy Bridge first reported a position in ARE in Q1 2025 and held it in 2 quarters. The position peaked at $1.03K in Q4 2025. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Legacy Bridge reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 21 Alexandria Real Estate Equities shares in Q1 2026, an estimated $1.03K.
  • Legacy Bridge first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 2 quarters.
  • Legacy Bridge's Alexandria Real Estate Equities position peaked at $1.03K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.