PWA
ARE icon

Principia Wealth Advisory’s Alexandria Real Estate Equities ARE Stock Holding History

Principia Wealth Advisory’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 		$370 Sell
7
-5
-42% -$239 ﹤0.01% 935
2026
Q1 		$557 Buy
12
+6
+100% +$317 ﹤0.01% 839
2025
Q4 		$294 Sell
6
-4
-40% -$235 ﹤0.01% 892
2025
Q3 		$833 Buy
10
+1
+11% +$80 ﹤0.01% 698
2025
Q2 		$654 Buy
9
+8
+800% +$594 ﹤0.01% 678
2025
Q1 		$81 Sell
1
-6
-86% -$588 ﹤0.01% 816
2024
Q4 		$683 Buy
+7
New +$767 ﹤0.01% 450

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

Principia Wealth Advisory's ARE Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Alexandria Real Estate Equities (ARE) stake by 42% in Q2 2026, selling an estimated $239 and leaving 7 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Principia Wealth Advisory first reported a position in ARE in Q4 2024 and has held it in 7 quarters since. The position peaked at $833 in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of Alexandria Real Estate Equities worth $370 as of Q2 2026.
  • Principia Wealth Advisory sold 5 Alexandria Real Estate Equities shares in Q2 2026, an estimated $239.
  • Alexandria Real Estate Equities made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #935 holding.
  • Principia Wealth Advisory first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Alexandria Real Estate Equities position peaked at $833 in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.