PIM
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Plato Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Plato Investment Management’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
-1,295
Closed -$63.7K – 517
2025
Q4 		$63.7K Hold
1,295
– – ﹤0.01% 427
2025
Q3 		$107K Sell
1,295
-8,074
-86% -$647K 0.01% 420
2025
Q2 		$678K Buy
+9,369
New +$696K 0.05% 308

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plato Investment Management's ARE Position: Q1 2026 in Review

Plato Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 1,295 shares — an estimated $63.7K sold.

Plato Investment Management first reported a position in ARE in Q2 2025 and held it in 3 quarters. The position peaked at $678K in Q2 2025. 571 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Plato Investment Management reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Plato Investment Management sold 1,295 Alexandria Real Estate Equities shares in Q1 2026, an estimated $63.7K.
  • Plato Investment Management first reported a position in Alexandria Real Estate Equities in Q2 2025 and held it in 3 quarters.
  • Plato Investment Management's Alexandria Real Estate Equities position peaked at $678K in Q2 2025.
  • 571 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.