LM Advisors
ARE icon

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

LM 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
Q2 		$478K Sell
8,738
-6,004
-41% -$287K 0.06% 156
2026
Q1 		$695K Sell
14,742
-5,046
-26% -$266K 0.1% 122
2025
Q4 		$983K Buy
+19,788
New +$1.16M 0.13% 92
2024
Q1 		– Sell
-20
Closed -$2.58K – 244
2023
Q4 		$2.58K Buy
+20
New +$2.15K ﹤0.01% 643

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 $3.38T AUM 44.17% 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
APG Asset Management US
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

LM Advisors's ARE Position: Q2 2026 in Review

LM Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 41% in Q2 2026, selling an estimated $287K and leaving 8,738 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #156.

LM Advisors first reported a position in ARE in Q4 2023 and has held it in 4 quarters since. The position peaked at $983K in Q4 2025. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • LM Advisors held 8,738 shares of Alexandria Real Estate Equities worth $478K as of Q2 2026.
  • LM Advisors sold 6,004 Alexandria Real Estate Equities shares in Q2 2026, an estimated $287K.
  • Alexandria Real Estate Equities made up 0.06% of LM Advisors's portfolio in Q2 2026, its #156 holding.
  • LM Advisors first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 4 quarters since.
  • LM Advisors's Alexandria Real Estate Equities position peaked at $983K in Q4 2025.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.