&Partners’s Alexandria Real Estate Equities ARE Stock Holding History

&Partners’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	$255K	Buy	5,293 +700	+15%	+$36.9K	﹤0.01%	2093
2025 Q4	$224K	Sell	4,593 -11,412	-71%	-$672K	﹤0.01%	2082
2025 Q3	$1.33M	Buy	16,005 +106	+0.7%	+$8.49K	0.01%	955
2025 Q2	$1.15M	Buy	15,899 +2,374	+18%	+$176K	0.01%	912
2025 Q1	$1.3M	Buy	13,525 +4,385	+48%	+$429K	0.01%	716
2024 Q4	$906K	Buy	9,140 +3,864	+73%	+$424K	0.01%	808
2024 Q3	$625K	Buy	+5,276	New	+$629K	0.01%	765

Other funds holding ARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's ARE Position: Q1 2026 in Review

&Partners increased its Alexandria Real Estate Equities (ARE) stake by 15% in Q1 2026, buying an estimated $36.9K and bringing the position to 5,293 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

&Partners first reported a position in ARE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q3 2025. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

&Partners held 5,293 shares of Alexandria Real Estate Equities worth $255K as of Q1 2026.
&Partners bought 700 Alexandria Real Estate Equities shares in Q1 2026, an estimated $36.9K.
Alexandria Real Estate Equities made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2093 holding.
&Partners first reported a position in Alexandria Real Estate Equities in Q3 2024 and has held it in 7 quarters since.
&Partners's Alexandria Real Estate Equities position peaked at $1.33M in Q3 2025.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.