Mattson Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

Mattson Financial Services’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	$1.15M	Buy	22,891 +2,519	+12%	+$121K	0.24%	117
2026 Q1	$946K	Buy	20,372 +366	+2%	+$19.3K	0.23%	118
2025 Q4	$979K	Buy	20,006 +17,035	+573%	+$1M	0.23%	119
2025 Q3	$248K	Sell	2,971 -70	-2%	-$5.61K	0.06%	169
2025 Q2	$221K	Sell	3,041 -6,521	-68%	-$484K	0.06%	159
2025 Q1	$885K	Buy	9,562 +2,335	+32%	+$229K	0.27%	113
2024 Q4	$858K	Sell	7,227 -2,498	-26%	-$274K	0.27%	116
2024 Q3	$1.14M	Sell	9,725 -64	-0.7%	-$7.63K	0.41%	98
2024 Q2	$1.14M	Buy	+9,789	New	+$1.17M	0.41%	98

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

Mattson Financial Services's ARE Position: Q2 2026 in Review

Mattson Financial Services increased its Alexandria Real Estate Equities (ARE) stake by 12% in Q2 2026, buying an estimated $121K and bringing the position to 22,891 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #117.

Mattson Financial Services first reported a position in ARE in Q2 2024 and has held it in 9 quarters since. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Mattson Financial Services held 22,891 shares of Alexandria Real Estate Equities worth $1.15M as of Q2 2026.
Mattson Financial Services bought 2,519 Alexandria Real Estate Equities shares in Q2 2026, an estimated $121K.
Alexandria Real Estate Equities made up 0.24% of Mattson Financial Services's portfolio in Q2 2026, its #117 holding.
Mattson Financial Services first reported a position in Alexandria Real Estate Equities in Q2 2024 and has held it in 9 quarters since.
591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.