OFA
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Orographic Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Orographic Financial Advisors’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 		$305K Sell
6,356
-170
-3% -$8.13K 0.2% 84
2026
Q1 		$307K Buy
+6,526
New +$344K 0.22% 87

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

Orographic Financial Advisors's ARE Position: Q2 2026 in Review

Orographic Financial Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 2.6% in Q2 2026, selling an estimated $8.13K and leaving 6,356 shares worth $305K. The position accounts for 0.2% of the portfolio, ranked #84.

Orographic Financial Advisors first reported a position in ARE in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 596 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Orographic Financial Advisors held 6,356 shares of Alexandria Real Estate Equities worth $305K as of Q2 2026.
  • Orographic Financial Advisors sold 170 Alexandria Real Estate Equities shares in Q2 2026, an estimated $8.13K.
  • Alexandria Real Estate Equities made up 0.2% of Orographic Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Orographic Financial Advisors first reported a position in Alexandria Real Estate Equities in Q1 2026 and has held it in 2 quarters since.
  • Orographic Financial Advisors's Alexandria Real Estate Equities position peaked at $307K in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.