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Pasadena Private Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Pasadena Private Wealth’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 		$81K Buy
8,200
+4,500
+122% +$215K 0.01% 269
2026
Q1 		$25.1K Sell
3,700
-4,500
-55% -$237K ﹤0.01% 247
2025
Q4 		$81.4K Buy
+8,200
New +$483K 0.01% 236

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 $3.38T AUM 44.17% 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

Pasadena Private Wealth's ARE Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Alexandria Real Estate Equities (ARE) stake by 16% in Q2 2026, selling an estimated $55.9K and leaving 6,162 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #178.

Pasadena Private Wealth first reported a position in ARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Pasadena Private Wealth held 6,162 shares of Alexandria Real Estate Equities worth $326K as of Q2 2026.
  • Pasadena Private Wealth sold 1,168 Alexandria Real Estate Equities shares in Q2 2026, an estimated $55.9K.
  • Alexandria Real Estate Equities made up 0.04% of Pasadena Private Wealth's portfolio in Q2 2026, its #178 holding.
  • Pasadena Private Wealth first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 11 quarters since.
  • Pasadena Private Wealth's Alexandria Real Estate Equities position peaked at $1.2M in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.