OAG
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Oakmont Advisory Group’s Alexandria Real Estate Equities ARE Stock Holding History

Oakmont Advisory 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 		$878 Buy
+17
New +$813 ﹤0.01% 465

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oakmont Advisory Group's ARE Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 17 shares worth $878. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings.

591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Oakmont Advisory Group held 17 shares of Alexandria Real Estate Equities worth $878 as of Q2 2026.
  • Alexandria Real Estate Equities was a new Oakmont Advisory Group position in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #465 holding.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.