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

Private Wealth Management Group’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	$635	Sell	12 -2	-14%	-$96	﹤0.01%	1387
2026 Q1	$650	Buy	+14	New	+$739	﹤0.01%	1332
2025 Q4	–	Sell	-177	Closed	-$14.8K	–	1472
2025 Q3	$14.8K	Hold	177	–	–	﹤0.01%	409
2025 Q2	$12.9K	Buy	177 +90	+103%	+$6.69K	﹤0.01%	418
2025 Q1	$8.05K	Buy	87 +9	+12%	+$881	﹤0.01%	545
2024 Q4	$7.61K	Sell	78 -39	-33%	-$4.28K	﹤0.01%	576
2024 Q3	$13.9K	Sell	117 -1	-0.8%	-$119	0.01%	372
2024 Q2	$13.8K	Buy	118 +40	+51%	+$4.77K	0.01%	365
2024 Q1	$10.1K	Hold	78	–	–	﹤0.01%	404
2023 Q4	$9.89K	Buy	+78	New	+$8.39K	﹤0.01%	407

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

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

Private Wealth Management Group reduced its Alexandria Real Estate Equities (ARE) stake by 14% in Q2 2026, selling an estimated $96 and leaving 12 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Private Wealth Management Group first reported a position in ARE in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.8K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Private Wealth Management Group held 12 shares of Alexandria Real Estate Equities worth $635 as of Q2 2026.
Private Wealth Management Group sold 2 Alexandria Real Estate Equities shares in Q2 2026, an estimated $96.
Alexandria Real Estate Equities made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1387 holding.
Private Wealth Management Group first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Alexandria Real Estate Equities position peaked at $14.8K in Q3 2025.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.