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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 Buy
8,738
+8,043
+1,157% +$385K 0.06% 156
2026
Q1 		$14.7K Sell
695
-288
-29% -$15.2K 0.23% 77
2025
Q4 		$19.8K Buy
+983
New +$57.9K 0.36% 61
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 $3.37T 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

LM Advisors's ARE Position: Q2 2026 in Review

LM Advisors increased its Alexandria Real Estate Equities (ARE) stake by 1,157% in Q2 2026, buying an estimated $385K and bringing the position to 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. 597 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 bought 8,043 Alexandria Real Estate Equities shares in Q2 2026, an estimated $385K.
  • 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.
  • 597 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.