Pathway Financial Advisers’s Alexandria Real Estate Equities ARE Stock Holding History

Pathway Financial Advisers’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	$474K	Sell	8,976 -560	-6%	-$26.8K	0.12%	132
2026 Q1	$443K	Sell	9,536 -1,854	-16%	-$97.8K	0.13%	129
2025 Q4	$557K	Sell	11,390 -884	-7%	-$52K	0.16%	120
2025 Q3	$1.02M	Sell	12,274 -1,180	-9%	-$94.5K	0.3%	99
2025 Q2	$977K	Buy	13,454 +314	+2%	+$23.3K	0.32%	97
2025 Q1	$1.22M	Buy	13,140 +1,484	+13%	+$145K	0.42%	78
2024 Q4	$1.14M	Sell	11,656 -333	-3%	-$36.5K	0.38%	80
2024 Q3	$1.42M	Sell	11,989 -337	-3%	-$40.1K	0.64%	50
2024 Q2	$1.44M	Buy	12,326 +375	+3%	+$44.7K	0.51%	66
2024 Q1	$1.54M	Buy	11,951 +2,119	+22%	+$261K	0.55%	63
2023 Q4	$1.25M	Buy	9,832 +188	+2%	+$20.2K	0.47%	71
2023 Q3	$966K	Buy	+9,644	New	+$1.12M	0.4%	75
2023 Q1	$814K	Buy	6,481 +888	+16%	+$130K	0.33%	85
2022 Q4	$815K	Buy	+5,593	New	+$809K	0.33%	82

Other funds holding ARE

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pathway Financial Advisers's ARE Position: Q2 2026 in Review

Pathway Financial Advisers reduced its Alexandria Real Estate Equities (ARE) stake by 5.9% in Q2 2026, selling an estimated $26.8K and leaving 8,976 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #132.

Pathway Financial Advisers first reported a position in ARE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q1 2024. 196 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Pathway Financial Advisers held 8,976 shares of Alexandria Real Estate Equities worth $474K as of Q2 2026.
Pathway Financial Advisers sold 560 Alexandria Real Estate Equities shares in Q2 2026, an estimated $26.8K.
Alexandria Real Estate Equities made up 0.12% of Pathway Financial Advisers's portfolio in Q2 2026, its #132 holding.
Pathway Financial Advisers first reported a position in Alexandria Real Estate Equities in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Alexandria Real Estate Equities position peaked at $1.54M in Q1 2024.
196 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.