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Long Pond Capital’s Alexandria Real Estate Equities ARE Stock Holding History

Long Pond Capital’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 		$5.01M Buy
+94,786
New +$4.53M 0.48% 29
2026
Q1 		– Sell
-479,200
Closed -$23.5M – 34
2025
Q4 		$23.5M Buy
+479,200
New +$28.2M 2.76% 17
2022
Q2 		– Sell
-265,773
Closed -$53.5M – 41
2022
Q1 		$53.5M Buy
+265,773
New +$51.9M 2.18% 17
2021
Q4 		– Sell
-117,500
Closed -$22.5M – 44
2021
Q3 		$22.5M Buy
+117,500
New +$23.4M 0.82% 30

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

Long Pond Capital's ARE Position: Q2 2026 in Review

Long Pond Capital opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 94,786 shares worth $5.01M. The stake represents 0.48% of the portfolio and ranks #29 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in ARE as recently as Q4 2025.

Long Pond Capital first reported a position in ARE in Q3 2021 and has held it in 4 quarters since. The position peaked at $53.5M in Q1 2022. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Long Pond Capital held 94,786 shares of Alexandria Real Estate Equities worth $5.01M as of Q2 2026.
  • Alexandria Real Estate Equities was a new Long Pond Capital position in Q2 2026.
  • Alexandria Real Estate Equities made up 0.48% of Long Pond Capital's portfolio in Q2 2026, its #29 holding.
  • Long Pond Capital first reported a position in Alexandria Real Estate Equities in Q3 2021 and has held it in 4 quarters since.
  • Long Pond Capital's Alexandria Real Estate Equities position peaked at $53.5M in Q1 2022.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.