Personal CFO Solutions’s Alexandria Real Estate Equities ARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$645K Sell
12,042
-592
-5% -$28.3K 0.09% 199
2026
Q1
$596K Buy
+12,634
New +$666K 0.08% 221

Other funds holding ARE

Personal CFO Solutions's ARE Position: Q2 2026 in Review

Personal CFO Solutions reduced its Alexandria Real Estate Equities (ARE) stake by 4.7% in Q2 2026, selling an estimated $28.3K and leaving 12,042 shares worth $645K. The position accounts for 0.09% of the portfolio, ranked #199.

Personal CFO Solutions first reported a position in ARE in Q1 2026 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Personal CFO Solutions held 12,042 shares of Alexandria Real Estate Equities worth $645K as of Q2 2026.
  • Personal CFO Solutions sold 592 Alexandria Real Estate Equities shares in Q2 2026, an estimated $28.3K.
  • Alexandria Real Estate Equities made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #199 holding.
  • Personal CFO Solutions first reported a position in Alexandria Real Estate Equities in Q1 2026 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.