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Pension & Wealth Management Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Pension & Wealth Management 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
Q1 		– Sell
-186
Closed -$9.12K – 515
2025
Q4 		$9.12K Sell
186
-4,015
-96% -$236K ﹤0.01% 416
2025
Q3 		$350K Buy
4,201
+741
+21% +$59.4K 0.11% 108
2025
Q2 		$251K Buy
3,460
+336
+11% +$25K 0.08% 122
2025
Q1 		$289K Buy
3,124
+441
+16% +$43.2K 0.11% 118
2024
Q4 		$262K Buy
2,683
+2,330
+660% +$255K 0.1% 117
2024
Q3 		$41.9K Buy
353
+3
+0.9% +$357 0.02% 237
2024
Q2 		$41K Buy
350
+4
+1% +$477 0.02% 219
2024
Q1 		$44.7K Buy
346
+3
+0.9% +$370 0.03% 207
2023
Q4 		$43.5K Buy
+343
New +$36.9K 0.03% 189

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's ARE Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 186 shares — an estimated $9.12K sold.

Pension & Wealth Management Advisors first reported a position in ARE in Q4 2023 and held it in 9 quarters. The position peaked at $350K in Q3 2025. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 186 Alexandria Real Estate Equities shares in Q1 2026, an estimated $9.12K.
  • Pension & Wealth Management Advisors first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 9 quarters.
  • Pension & Wealth Management Advisors's Alexandria Real Estate Equities position peaked at $350K in Q3 2025.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.