SAG
ARE icon

SageView Advisory Group’s Alexandria Real Estate Equities ARE Stock Holding History

SageView Advisory Group’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 		– Sell
-184
Closed -$9.01K – 687
2025
Q4 		$9.01K Buy
+184
New +$10.8K ﹤0.01% 1756

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's ARE Position: Q1 2026 in Review

SageView Advisory Group sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 184 shares — an estimated $9.01K sold.

SageView Advisory Group first reported a position in ARE in Q4 2025 and held it in 1 quarter. The position peaked at $9.01K in Q4 2025. 571 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • SageView Advisory Group reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 184 Alexandria Real Estate Equities shares in Q1 2026, an estimated $9.01K.
  • SageView Advisory Group first reported a position in Alexandria Real Estate Equities in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Alexandria Real Estate Equities position peaked at $9.01K in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.