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Root Financial Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Root Financial Partners’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 		– Sell
-116
Closed -$5.38K – 585
2026
Q1 		$5.38K Buy
116
+107
+1,189% +$5.64K ﹤0.01% 1920
2025
Q4 		$440 Buy
9
+5
+125% +$294 ﹤0.01% 2225
2025
Q3 		$333 Buy
+4
New +$320 ﹤0.01% 2177

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

Root Financial Partners's ARE Position: Q2 2026 in Review

Root Financial Partners sold out of Alexandria Real Estate Equities (ARE) in Q2 2026, closing a stake of 116 shares — an estimated $5.38K sold.

Root Financial Partners first reported a position in ARE in Q3 2025 and held it in 3 quarters. The position peaked at $5.38K in Q1 2026. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Root Financial Partners reported no remaining Alexandria Real Estate Equities position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 116 Alexandria Real Estate Equities shares in Q2 2026, an estimated $5.38K.
  • Root Financial Partners first reported a position in Alexandria Real Estate Equities in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Alexandria Real Estate Equities position peaked at $5.38K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.