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Private Wealth Asset Management’s Alexandria Real Estate Equities ARE Stock Holding History

Private Wealth Asset 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
Q2 		$13.7K Hold
260
– – ﹤0.01% 650
2026
Q1 		$12.1K Sell
260
-9
-3% -$475 ﹤0.01% 663
2025
Q4 		$13.2K Sell
269
-1,163
-81% -$68.5K ﹤0.01% 622
2025
Q3 		$119K Sell
1,432
-269
-16% -$21.6K 0.01% 288
2025
Q2 		$124K Sell
1,701
-5
-0.3% -$371 0.02% 285
2025
Q1 		$158K Buy
+1,706
New +$167K 0.02% 255

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

Private Wealth Asset Management's ARE Position: Q2 2026 in Review

Private Wealth Asset Management held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 260 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Private Wealth Asset Management first reported a position in ARE in Q1 2025 and has held it in 6 quarters since. The position peaked at $158K in Q1 2025. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Private Wealth Asset Management held 260 shares of Alexandria Real Estate Equities worth $13.7K as of Q2 2026.
  • Private Wealth Asset Management left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #650 holding.
  • Private Wealth Asset Management first reported a position in Alexandria Real Estate Equities in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Alexandria Real Estate Equities position peaked at $158K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.