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Legacy Capital Group California’s Alexandria Real Estate Equities ARE Stock Holding History

Legacy Capital Group California’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 		$409K Sell
8,811
-2,949
-25% -$156K 0.16% 199
2025
Q4 		$576K Buy
11,760
+4,591
+64% +$270K 0.14% 186
2025
Q3 		$597K Buy
7,169
+44
+0.6% +$3.52K 0.15% 179
2025
Q2 		$517K Sell
7,125
-147
-2% -$10.9K 0.14% 180
2025
Q1 		$673K Sell
7,272
-55
-0.8% -$5.39K 0.23% 116
2024
Q4 		$715K Buy
7,327
+1,449
+25% +$159K 0.22% 127
2024
Q3 		$698K Sell
5,878
-325
-5% -$38.7K 0.23% 127
2024
Q2 		$726K Buy
6,203
+65
+1% +$7.75K 0.26% 115
2024
Q1 		$791K Sell
6,138
-83
-1% -$10.2K 0.29% 110
2023
Q4 		$789K Buy
6,221
+1,105
+22% +$119K 0.3% 97
2023
Q3 		$512K Buy
5,116
+18
+0.4% +$2.09K 0.22% 136
2023
Q2 		$579K Buy
5,098
+146
+3% +$17.4K 0.24% 124
2023
Q1 		$622K Buy
+4,952
New +$728K 0.3% 102

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 Capital Group California's ARE Position: Q1 2026 in Review

Legacy Capital Group California reduced its Alexandria Real Estate Equities (ARE) stake by 25% in Q1 2026, selling an estimated $156K and leaving 8,811 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #199.

Legacy Capital Group California first reported a position in ARE in Q1 2023 and has held it in 13 quarters since. The position peaked at $791K in Q1 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Legacy Capital Group California held 8,811 shares of Alexandria Real Estate Equities worth $409K as of Q1 2026.
  • Legacy Capital Group California sold 2,949 Alexandria Real Estate Equities shares in Q1 2026, an estimated $156K.
  • Alexandria Real Estate Equities made up 0.16% of Legacy Capital Group California's portfolio in Q1 2026, its #199 holding.
  • Legacy Capital Group California first reported a position in Alexandria Real Estate Equities in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Alexandria Real Estate Equities position peaked at $791K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.