Physician Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Physician Wealth 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 Q2	$3.17K	Buy	60 +26	+76%	+$1.24K	﹤0.01%	1305
2026 Q1	$1.58K	Sell	34 -31	-48%	-$1.64K	﹤0.01%	1458
2025 Q4	$3.18K	Sell	65 -77	-54%	-$4.53K	﹤0.01%	1116
2025 Q3	$11.8K	Buy	+142	New	+$11.4K	﹤0.01%	717
2025 Q2	–	Sell	-50	Closed	-$4.63K	–	1819
2025 Q1	$4.63K	Hold	50	–	–	﹤0.01%	746
2024 Q4	$4.88K	Buy	+50	New	+$5.48K	﹤0.01%	738

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Physician Wealth Advisors's ARE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Alexandria Real Estate Equities (ARE) stake by 76% in Q2 2026, buying an estimated $1.24K and bringing the position to 60 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Physician Wealth Advisors first reported a position in ARE in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.8K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Physician Wealth Advisors held 60 shares of Alexandria Real Estate Equities worth $3.17K as of Q2 2026.
Physician Wealth Advisors bought 26 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.24K.
Alexandria Real Estate Equities made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1305 holding.
Physician Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Alexandria Real Estate Equities position peaked at $11.8K in Q3 2025.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.