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Phoenix Financial’s Alexandria Real Estate Equities ARE Stock Holding History

Phoenix Financial’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
-25,200
Closed -$1.23M – 489
2025
Q4 		$1.23M Buy
25,200
+1,720
+7% +$101K 0.01% 216
2025
Q3 		$1.96M Buy
+23,480
New +$1.88M 0.02% 184
2024
Q3 		– Sell
-6,575
Closed -$764K – 369
2024
Q2 		$764K Sell
6,575
-10,098
-61% -$1.2M 0.01% 229
2024
Q1 		$2.15M Buy
+16,673
New +$2.05M 0.03% 183
2023
Q4 		– Sell
-6,643
Closed -$663K – 349
2023
Q3 		$663K Buy
+6,643
New +$772K 0.01% 248

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's ARE Position: Q1 2026 in Review

Phoenix Financial sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 25,200 shares — an estimated $1.23M sold.

Phoenix Financial first reported a position in ARE in Q3 2023 and held it in 5 quarters. The position peaked at $2.15M in Q1 2024. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Phoenix Financial reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 25,200 Alexandria Real Estate Equities shares in Q1 2026, an estimated $1.23M.
  • Phoenix Financial first reported a position in Alexandria Real Estate Equities in Q3 2023 and held it in 5 quarters.
  • Phoenix Financial's Alexandria Real Estate Equities position peaked at $2.15M in Q1 2024.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.