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Patton Fund Management’s Alexandria Real Estate Equities ARE Stock Holding History

Patton Fund Management’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 		– Sell
-4,702
Closed -$218K – 117
2026
Q1 		$218K Hold
4,702
– – 0.04% 432
2025
Q4 		$230K Buy
4,702
+1,800
+62% +$106K 0.03% 235
2025
Q3 		$242K Hold
2,902
– – 0.04% 301
2025
Q2 		$211K Buy
+2,902
New +$216K 0.05% 446

Other funds holding ARE

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Patton Fund Management's ARE Position: Q2 2026 in Review

Patton Fund Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 4,702 shares — an estimated $218K sold.

Patton Fund Management first reported a position in ARE in Q2 2025 and held it in 4 quarters. The position peaked at $242K in Q3 2025. 82 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Patton Fund Management reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 4,702 Alexandria Real Estate Equities shares in Q2 2026, an estimated $218K.
  • Patton Fund Management first reported a position in Alexandria Real Estate Equities in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's Alexandria Real Estate Equities position peaked at $242K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.