Root Financial Partners
ARE icon

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
Q3 		$32.9K Buy
+693
New +$35.2K ﹤0.01% 1295
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's ARE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alexandria Real Estate Equities (ARE) in Q3 2026: 693 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #1295 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ARE as recently as Q1 2026.

Root Financial Partners first reported a position in ARE in Q3 2025 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • Root Financial Partners held 693 shares of Alexandria Real Estate Equities worth $32.9K as of Q3 2026.
  • Alexandria Real Estate Equities was a new Root Financial Partners position in Q3 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1295 holding.
  • Root Financial Partners first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.