M
ARE icon

MOTCO’s Alexandria Real Estate Equities ARE Stock Holding History

MOTCO’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
Q1 		– Sell
-950
Closed -$46.5K – 604
2025
Q4 		$46.5K Sell
950
-17
-2% -$1K ﹤0.01% 334
2025
Q3 		$80.6K Hold
967
– – 0.01% 293
2025
Q2 		$73.9K Buy
967
+286
+42% +$21.2K 0.01% 277
2025
Q1 		$63K Hold
681
– – 0.01% 270
2024
Q4 		$66.4K Sell
681
-75
-10% -$8.22K 0.01% 262
2024
Q3 		$89.8K Sell
756
-118
-14% -$14.1K 0.01% 270
2024
Q2 		$102K Buy
874
+150
+21% +$17.9K 0.01% 335
2024
Q1 		$93.3K Buy
724
+62
+9% +$7.64K 0.01% 339
2023
Q4 		$83.9K Hold
662
– – 0.01% 310
2023
Q3 		$66.3K Hold
662
– – ﹤0.01% 333
2023
Q2 		$75.1K Hold
662
– – ﹤0.01% 313
2023
Q1 		$83.1K Buy
662
+24
+4% +$3.53K 0.01% 286
2022
Q4 		$92.9K Buy
638
+122
+24% +$17.6K 0.01% 287
2022
Q3 		$72K Buy
516
+34
+7% +$5.22K 0.01% 319
2022
Q2 		$70K Buy
+482
New +$81.8K 0.01% 317
2021
Q1 		– Sell
-11
Closed -$2K – 589
2020
Q4 		$2K Buy
11
+8
+267% +$1.32K ﹤0.01% 666
2020
Q3 		$0 Hold
3
– – ﹤0.01% 706
2020
Q2 		$0 Hold
3
– – ﹤0.01% 674
2020
Q1 		$0 Buy
+3
New +$470 ﹤0.01% 671
2019
Q3 		– Sell
-18
Closed -$3K – 533
2019
Q2 		$3K Buy
+18
New +$2.6K ﹤0.01% 757

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MOTCO's ARE Position: Q1 2026 in Review

MOTCO sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 950 shares — an estimated $46.5K sold.

MOTCO first reported a position in ARE in Q2 2019 and held it in 20 quarters. The position peaked at $102K in Q2 2024. 568 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • MOTCO reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • MOTCO sold 950 Alexandria Real Estate Equities shares in Q1 2026, an estimated $46.5K.
  • MOTCO first reported a position in Alexandria Real Estate Equities in Q2 2019 and held it in 20 quarters.
  • MOTCO's Alexandria Real Estate Equities position peaked at $102K in Q2 2024.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.