RWM
ARE icon

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

Rialto Wealth 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 		$1.11K Buy
21
+11
+110% +$526 ﹤0.01% 1332
2026
Q1 		$465 Hold
10
– – ﹤0.01% 1424
2025
Q4 		$490 Buy
10
+3
+43% +$177 ﹤0.01% 1288
2025
Q3 		$584 Buy
+7
New +$561 ﹤0.01% 1143

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rialto Wealth Management's ARE Position: Q2 2026 in Review

Rialto Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 110% in Q2 2026, buying an estimated $526 and bringing the position to 21 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Rialto Wealth Management first reported a position in ARE in Q3 2025 and has held it in 4 quarters since. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Rialto Wealth Management held 21 shares of Alexandria Real Estate Equities worth $1.11K as of Q2 2026.
  • Rialto Wealth Management bought 11 Alexandria Real Estate Equities shares in Q2 2026, an estimated $526.
  • Alexandria Real Estate Equities made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1332 holding.
  • Rialto Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 4 quarters since.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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