Lido Advisors
ARE icon

Lido Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Lido Advisors’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
-4,685
Closed -$380K – 1949
2025
Q4 		$380K Sell
4,685
-149
-3% -$8.77K ﹤0.01% 1441
2025
Q3 		$409K Buy
4,834
+991
+26% +$79.4K ﹤0.01% 1316
2025
Q2 		$284K Sell
3,843
-1,737
-31% -$129K ﹤0.01% 1369
2025
Q1 		$524K Buy
5,580
+53
+1% +$5.19K ﹤0.01% 1007
2024
Q4 		$546K Buy
5,527
+898
+19% +$98.5K ﹤0.01% 981
2024
Q3 		$550K Buy
4,629
+1,082
+31% +$129K ﹤0.01% 929
2024
Q2 		$420K Buy
3,547
+761
+27% +$90.7K ﹤0.01% 989
2024
Q1 		$363K Sell
2,786
-157
-5% -$19.3K ﹤0.01% 1005
2023
Q4 		$377K Buy
+2,943
New +$317K ﹤0.01% 950
2023
Q3 		– Sell
-2,176
Closed -$247K – 1214
2023
Q2 		$247K Buy
+2,176
New +$259K ﹤0.01% 1029
2023
Q1 		– Sell
-3,316
Closed -$483K – 1152
2022
Q4 		$483K Sell
3,316
-451
-12% -$65.2K 0.01% 601
2022
Q3 		$528K Sell
3,767
-96
-2% -$14.7K 0.01% 535
2022
Q2 		$560K Sell
3,863
-459
-11% -$77.9K 0.01% 503
2022
Q1 		$869K Sell
4,322
-144
-3% -$28.1K 0.01% 431
2021
Q4 		$995K Buy
4,466
+77
+2% +$15.9K 0.01% 421
2021
Q3 		$838K Buy
4,389
+1,807
+70% +$360K 0.01% 445
2021
Q2 		$473K Buy
+2,582
New +$462K 0.01% 562
2020
Q4 		– Sell
-4,537
Closed -$731K – 809
2020
Q3 		$731K Buy
+4,537
New +$758K 0.02% 315

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's ARE Position: Q1 2026 in Review

Lido Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 4,685 shares — an estimated $380K sold.

Lido Advisors first reported a position in ARE in Q3 2020 and held it in 18 quarters. The position peaked at $995K in Q4 2021. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Lido Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 4,685 Alexandria Real Estate Equities shares in Q1 2026, an estimated $380K.
  • Lido Advisors first reported a position in Alexandria Real Estate Equities in Q3 2020 and held it in 18 quarters.
  • Lido Advisors's Alexandria Real Estate Equities position peaked at $995K in Q4 2021.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.