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Mowery & Schoenfeld Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-18
Closed -$881 – 367
2025
Q4 		$881 Buy
+18
New +$1.06K ﹤0.01% 456
2025
Q1 		– Sell
-26
Closed -$2.54K – 467
2024
Q4 		$2.54K Buy
+26
New +$2.85K ﹤0.01% 376

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ARE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 18 shares — an estimated $881 sold.

Mowery & Schoenfeld Wealth Management first reported a position in ARE in Q4 2024 and held it in 2 quarters. The position peaked at $2.54K in Q4 2024. 571 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 18 Alexandria Real Estate Equities shares in Q1 2026, an estimated $881.
  • Mowery & Schoenfeld Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Alexandria Real Estate Equities position peaked at $2.54K in Q4 2024.
  • 571 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.