Raymond James Financial’s Alexandria Real Estate Equities ARE Stock Holding History

Raymond James Financial’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	$5.13M	Buy	110,467 +15,230	+16%	+$803K	﹤0.01%	2576
2025 Q4	$4.66M	Sell	95,237 -567,199	-86%	-$33.4M	﹤0.01%	2568
2025 Q3	$55.2M	Buy	662,436 +56,024	+9%	+$4.49M	0.02%	748
2025 Q2	$44M	Buy	606,412 +189,864	+46%	+$14.1M	0.02%	836
2025 Q1	$38.5M	Buy	416,548 +66,266	+19%	+$6.49M	0.01%	863
2024 Q4	$34.2M	Buy	+350,282	New	+$38.4M	0.01%	951

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's ARE Position: Q1 2026 in Review

Raymond James Financial increased its Alexandria Real Estate Equities (ARE) stake by 16% in Q1 2026, buying an estimated $803K and bringing the position to 110,467 shares worth $5.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Raymond James Financial first reported a position in ARE in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.2M in Q3 2025. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Raymond James Financial held 110,467 shares of Alexandria Real Estate Equities worth $5.13M as of Q1 2026.
Raymond James Financial bought 15,230 Alexandria Real Estate Equities shares in Q1 2026, an estimated $803K.
Alexandria Real Estate Equities made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2576 holding.
Raymond James Financial first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Alexandria Real Estate Equities position peaked at $55.2M in Q3 2025.
569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.