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LRI Investments’s Alexandria Real Estate Equities ARE Stock Holding History

LRI Investments’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 		– Sell
-98
Closed -$4.55K – 1956
2026
Q1 		$4.55K Buy
+98
New +$5.17K ﹤0.01% 1116
2024
Q3 		– Sell
-30
Closed -$3.51K – 1147
2024
Q2 		$3.51K Hold
30
– – ﹤0.01% 978
2024
Q1 		$3.87K Buy
+30
New +$3.7K ﹤0.01% 669

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LRI Investments's ARE Position: Q2 2026 in Review

LRI Investments sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 98 shares — an estimated $4.55K sold.

LRI Investments first reported a position in ARE in Q1 2024 and held it in 3 quarters. The position peaked at $4.55K in Q1 2026. 282 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • LRI Investments reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 98 Alexandria Real Estate Equities shares in Q2 2026, an estimated $4.55K.
  • LRI Investments first reported a position in Alexandria Real Estate Equities in Q1 2024 and held it in 3 quarters.
  • LRI Investments's Alexandria Real Estate Equities position peaked at $4.55K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.