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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Plan A Wealth's ARE Position: Q2 2026 in Review

Plan A Wealth increased its Alexandria Real Estate Equities (ARE) stake by 26% in Q2 2026, buying an estimated $70.7K and bringing the position to 7,197 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #102.

Plan A Wealth first reported a position in ARE in Q2 2025 and has held it in 5 quarters since. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Plan A Wealth held 7,197 shares of Alexandria Real Estate Equities worth $380K as of Q2 2026.
  • Plan A Wealth bought 1,478 Alexandria Real Estate Equities shares in Q2 2026, an estimated $70.7K.
  • Alexandria Real Estate Equities made up 0.16% of Plan A Wealth's portfolio in Q2 2026, its #102 holding.
  • Plan A Wealth first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 5 quarters since.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.