Plante Moran Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Plante Moran Financial 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	$2.64K	Hold	50	–	–	﹤0.01%	705
2026 Q1	$2.32K	Hold	50	–	–	﹤0.01%	626
2025 Q4	$2.45K	Hold	50	–	–	﹤0.01%	710
2025 Q3	$4.17K	Hold	50	–	–	﹤0.01%	619
2025 Q2	$3.63K	Hold	50	–	–	﹤0.01%	648
2025 Q1	$4.63K	Hold	50	–	–	﹤0.01%	648
2024 Q4	$4.88K	Hold	50	–	–	﹤0.01%	691
2024 Q3	$5.94K	Hold	50	–	–	﹤0.01%	664
2024 Q2	$5.85K	Hold	50	–	–	﹤0.01%	639
2024 Q1	$6.45K	Hold	50	–	–	﹤0.01%	666
2023 Q4	$6.34K	Hold	50	–	–	﹤0.01%	621
2023 Q3	$5K	Buy	+50	New	+$5.81K	﹤0.01%	606
2021 Q2	–	Sell	-99	Closed	-$16K	–	947
2021 Q1	$16K	Hold	99	–	–	﹤0.01%	562
2020 Q4	$18K	Hold	99	–	–	0.01%	547
2020 Q3	$16K	Buy	+99	New	+$16.5K	0.01%	533
2016 Q1	–	Sell	-130	Closed	-$12K	–	859
2015 Q4	$12K	Buy	+130	New	+$11.7K	0.01%	534

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

Plante Moran Financial Advisors's ARE Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 50 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Plante Moran Financial Advisors first reported a position in ARE in Q4 2015 and has held it in 16 quarters since. The position peaked at $18K in Q4 2020. 596 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Plante Moran Financial Advisors held 50 shares of Alexandria Real Estate Equities worth $2.64K as of Q2 2026.
Plante Moran Financial Advisors left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
Alexandria Real Estate Equities made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #705 holding.
Plante Moran Financial Advisors first reported a position in Alexandria Real Estate Equities in Q4 2015 and has held it in 16 quarters since.
Plante Moran Financial Advisors's Alexandria Real Estate Equities position peaked at $18K in Q4 2020.
596 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.