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Sequoia Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Sequoia Financial Advisors’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 		$672K Sell
12,712
-46
-0.4% -$2.2K ﹤0.01% 1144
2026
Q1 		$592K Buy
12,758
+3,709
+41% +$196K ﹤0.01% 1175
2025
Q4 		$443K Sell
9,049
-3,803
-30% -$224K ﹤0.01% 1342
2025
Q3 		$1.07M Buy
12,852
+4,675
+57% +$375K 0.01% 745
2025
Q2 		$594K Buy
8,177
+5,557
+212% +$413K ﹤0.01% 920
2025
Q1 		$242K Buy
2,620
+477
+22% +$46.7K ﹤0.01% 1171
2024
Q4 		$209K Sell
2,143
-1,095
-34% -$120K ﹤0.01% 1200
2024
Q3 		$385K Buy
3,238
+893
+38% +$106K ﹤0.01% 857
2024
Q2 		$274K Buy
2,345
+4
+0.2% +$477 ﹤0.01% 928
2024
Q1 		$302K Sell
2,341
-840
-26% -$104K ﹤0.01% 858
2023
Q4 		$403K Buy
+3,181
New +$342K 0.01% 810

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

Sequoia Financial Advisors's ARE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 0.36% in Q2 2026, selling an estimated $2.2K and leaving 12,712 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Sequoia Financial Advisors first reported a position in ARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2025. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Sequoia Financial Advisors held 12,712 shares of Alexandria Real Estate Equities worth $672K as of Q2 2026.
  • Sequoia Financial Advisors sold 46 Alexandria Real Estate Equities shares in Q2 2026, an estimated $2.2K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1144 holding.
  • Sequoia Financial Advisors first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Alexandria Real Estate Equities position peaked at $1.07M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.