Raffa Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $740 | Hold |
14
| – | – | ﹤0.01% | 1108 |
|
|
2026
Q1 | $650 | Hold |
14
| – | – | ﹤0.01% | 1033 |
|
|
2025
Q4 | $685 | Hold |
14
| – | – | ﹤0.01% | 1017 |
|
|
2025
Q3 | $1.17K | Hold |
14
| – | – | ﹤0.01% | 852 |
|
|
2025
Q2 | $1.02K | Hold |
14
| – | – | ﹤0.01% | 867 |
|
|
2025
Q1 | $1.29K | Hold |
14
| – | – | ﹤0.01% | 754 |
|
|
2024
Q4 | $1.37K | Hold |
14
| – | – | ﹤0.01% | 772 |
|
|
2024
Q3 | $1.66K | Hold |
14
| – | – | ﹤0.01% | 688 |
|
|
2024
Q2 | $1.64K | Hold |
14
| – | – | ﹤0.01% | 767 |
|
|
2024
Q1 | $1.8K | Hold |
14
| – | – | ﹤0.01% | 732 |
|
|
2023
Q4 | $1.77K | Hold |
14
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $1.4K | Hold |
14
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $1.59K | Hold |
14
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $1.76K | Hold |
14
| – | – | ﹤0.01% | 643 |
|
|
2022
Q4 | $2.04K | Hold |
14
| – | – | ﹤0.01% | 587 |
|
|
2022
Q3 | $1.96K | Hold |
14
| – | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $2.03K | Hold |
14
| – | – | ﹤0.01% | 604 |
|
|
2022
Q1 | $2.82K | Hold |
14
| – | – | ﹤0.01% | 545 |
|
|
2021
Q4 | $3.12K | Hold |
14
| – | – | ﹤0.01% | 540 |
|
|
2021
Q3 | $2.67K | Hold |
14
| – | – | ﹤0.01% | 531 |
|
|
2021
Q2 | $2.55K | Hold |
14
| – | – | ﹤0.01% | 553 |
|
|
2021
Q1 | $2.3K | Buy |
14
+5
| +56% | +$833 | ﹤0.01% | 595 |
|
|
2020
Q4 | $1.6K | Sell |
9
-9
| -50% | -$1.49K | ﹤0.01% | 607 |
|
|
2020
Q3 | $2.88K | Buy |
18
+9
| +100% | +$1.5K | ﹤0.01% | 418 |
|
|
2020
Q2 | $1.46K | Hold |
9
| – | – | ﹤0.01% | 550 |
|
|
2020
Q1 | $1.23K | Hold |
9
| – | – | ﹤0.01% | 531 |
|
|
2019
Q4 | $1.45K | Hold |
9
| – | – | ﹤0.01% | 488 |
|
|
2019
Q3 | $1.39K | Buy |
+9
| New | +$1.33K | ﹤0.01% | 482 |
|
|
2019
Q2 | – | Sell |
-9
| Closed | -$1.28K | – | 783 |
|
|
2019
Q1 | $1.28K | Hold |
9
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $1.04K | Hold |
9
| – | – | ﹤0.01% | 515 |
|
|
2018
Q3 | $1.13K | Hold |
9
| – | – | ﹤0.01% | 552 |
|
|
2018
Q2 | $1.14K | Hold |
9
| – | – | ﹤0.01% | 520 |
|
|
2018
Q1 | $1.12K | Buy |
+9
| New | +$1.12K | ﹤0.01% | 492 |
|
Other funds holding ARE
AAMU
Raffa Wealth Management's ARE Position: Q2 2026 in Review
Raffa Wealth Management held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 14 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #1108.
Raffa Wealth Management first reported a position in ARE in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.12K in Q4 2021. 551 funds tracked by Wall St. Rank hold ARE as of Q2 2026.
- Raffa Wealth Management held 14 shares of Alexandria Real Estate Equities worth $740 as of Q2 2026.
- Raffa Wealth Management left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
- Alexandria Real Estate Equities made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1108 holding.
- Raffa Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's Alexandria Real Estate Equities position peaked at $3.12K in Q4 2021.
- 551 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.