Rothschild Investment LLC’s Alexandria Real Estate Equities ARE Stock Holding History

Rothschild Investment LLC’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	$1.72M	Buy	32,472 +28,449	+707%	+$1.36M	0.06%	276
2026 Q1	$187K	Buy	4,023 +3,756	+1,407%	+$198K	0.01%	694
2025 Q4	$13.1K	Sell	267 -30,108	-99%	-$1.77M	﹤0.01%	1485
2025 Q3	$2.53M	Buy	30,375 +8,245	+37%	+$661K	0.14%	136
2025 Q2	$1.61M	Buy	22,130 +21,701	+5,059%	+$1.61M	0.1%	162
2025 Q1	$39.7K	Buy	429 +97	+29%	+$9.5K	﹤0.01%	836
2024 Q4	$32.4K	Buy	332 +61	+23%	+$6.69K	﹤0.01%	888
2024 Q3	$32.2K	Sell	271 -14	-5%	-$1.67K	﹤0.01%	887
2024 Q2	$33.3K	Sell	285 -94	-25%	-$11.2K	﹤0.01%	855
2024 Q1	$48.9K	Buy	379 +55	+17%	+$6.78K	﹤0.01%	734
2023 Q4	$41.1K	Buy	+324	New	+$34.9K	﹤0.01%	694

Other funds holding ARE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's ARE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Alexandria Real Estate Equities (ARE) stake by 707% in Q2 2026, buying an estimated $1.36M and bringing the position to 32,472 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #276.

Rothschild Investment LLC first reported a position in ARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q3 2025. 255 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Rothschild Investment LLC held 32,472 shares of Alexandria Real Estate Equities worth $1.72M as of Q2 2026.
Rothschild Investment LLC bought 28,449 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.36M.
Alexandria Real Estate Equities made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #276 holding.
Rothschild Investment LLC first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Alexandria Real Estate Equities position peaked at $2.53M in Q3 2025.
255 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.