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 Q2	$5.6M	Sell	105,918 -4,549	-4%	-$218K	﹤0.01%	2646
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

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 $3.38T AUM 44.17% 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

Raymond James Financial's ARE Position: Q2 2026 in Review

Raymond James Financial reduced its Alexandria Real Estate Equities (ARE) stake by 4.1% in Q2 2026, selling an estimated $218K and leaving 105,918 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Raymond James Financial first reported a position in ARE in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.2M in Q3 2025. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Raymond James Financial held 105,918 shares of Alexandria Real Estate Equities worth $5.6M as of Q2 2026.
Raymond James Financial sold 4,549 Alexandria Real Estate Equities shares in Q2 2026, an estimated $218K.
Alexandria Real Estate Equities made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2646 holding.
Raymond James Financial first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Alexandria Real Estate Equities position peaked at $55.2M in Q3 2025.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.