Mather Group’s Alexandria Real Estate Equities ARE Stock Holding History

Mather Group’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	$57.2K	Buy	1,082 +472	+77%	+$22.6K	﹤0.01%	1073
2026 Q1	$28.3K	Buy	+610	New	+$32.2K	﹤0.01%	1200
2025 Q4	–	Sell	-131	Closed	-$10.9K	–	698
2025 Q3	$10.9K	Buy	+131	New	+$10.5K	﹤0.01%	1253
2025 Q2	–	Sell	-622	Closed	-$57.5K	–	669
2025 Q1	$57.5K	Buy	622 +479	+335%	+$46.9K	﹤0.01%	871
2024 Q4	$13.9K	Sell	143 -69	-33%	-$7.57K	﹤0.01%	1161
2024 Q3	$25.2K	Sell	212 -31	-13%	-$3.69K	﹤0.01%	1018
2024 Q2	$31.3K	Buy	243 +3	+1%	+$358	﹤0.01%	1141
2024 Q1	$30.4K	Buy	+240	New	+$29.6K	﹤0.01%	973

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group's ARE Position: Q2 2026 in Review

Mather Group increased its Alexandria Real Estate Equities (ARE) stake by 77% in Q2 2026, buying an estimated $22.6K and bringing the position to 1,082 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Mather Group first reported a position in ARE in Q1 2024 and has held it in 8 quarters since. The position peaked at $57.5K in Q1 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Mather Group held 1,082 shares of Alexandria Real Estate Equities worth $57.2K as of Q2 2026.
Mather Group bought 472 Alexandria Real Estate Equities shares in Q2 2026, an estimated $22.6K.
Alexandria Real Estate Equities made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1073 holding.
Mather Group first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 8 quarters since.
Mather Group's Alexandria Real Estate Equities position peaked at $57.5K in Q1 2025.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.