RFP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's ARE Position: Q1 2026 in Review

Root Financial Partners increased its Alexandria Real Estate Equities (ARE) stake by 1,189% in Q1 2026, buying an estimated $5.64K and bringing the position to 116 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Root Financial Partners first reported a position in ARE in Q3 2025 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Root Financial Partners held 116 shares of Alexandria Real Estate Equities worth $5.38K as of Q1 2026.
  • Root Financial Partners bought 107 Alexandria Real Estate Equities shares in Q1 2026, an estimated $5.64K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1920 holding.
  • Root Financial Partners first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.