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Plan A Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Plan A Wealth’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
Q3 		$356K Buy
7,502
+305
+4% +$15.5K 0.13% 112
2026
Q2 		$380K Buy
7,197
+1,478
+26% +$70.7K 0.16% 102
2026
Q1 		$265K Buy
5,719
+1,411
+33% +$74.4K 0.13% 132
2025
Q4 		$211K Buy
4,308
+550
+15% +$32.4K 0.1% 155
2025
Q3 		$313K Buy
3,758
+467
+14% +$37.4K 0.16% 111
2025
Q2 		$239K Buy
+3,291
New +$244K 0.14% 128

Other funds holding ARE

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Plan A Wealth's ARE Position: Q3 2026 in Review

Plan A Wealth increased its Alexandria Real Estate Equities (ARE) stake by 4.2% in Q3 2026, buying an estimated $15.5K and bringing the position to 7,502 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #112.

Plan A Wealth first reported a position in ARE in Q2 2025 and has held it in 6 quarters since. The position peaked at $380K in Q2 2026. 18 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • Plan A Wealth held 7,502 shares of Alexandria Real Estate Equities worth $356K as of Q3 2026.
  • Plan A Wealth bought 305 Alexandria Real Estate Equities shares in Q3 2026, an estimated $15.5K.
  • Alexandria Real Estate Equities made up 0.13% of Plan A Wealth's portfolio in Q3 2026, its #112 holding.
  • Plan A Wealth first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Alexandria Real Estate Equities position peaked at $380K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.