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Sherman Asset Management’s Alexandria Real Estate Equities ARE Stock Holding History

Sherman Asset Management’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 		$10.7K Hold
202
– – 0.01% 119
2026
Q1 		$9.38K Sell
202
-564
-74% -$29.8K 0.01% 129
2025
Q4 		$37.5K Hold
766
– – 0.03% 104
2025
Q3 		$63.8K Hold
766
– – 0.06% 94
2025
Q2 		$55.6K Hold
766
– – 0.05% 101
2025
Q1 		$70.9K Hold
766
– – 0.07% 103
2024
Q4 		$74.7K Buy
+766
New +$84K 0.07% 101

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Sherman Asset Management's ARE Position: Q2 2026 in Review

Sherman Asset Management held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 202 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #119.

Sherman Asset Management first reported a position in ARE in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.7K in Q4 2024. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Sherman Asset Management held 202 shares of Alexandria Real Estate Equities worth $10.7K as of Q2 2026.
  • Sherman Asset Management left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
  • Alexandria Real Estate Equities made up 0.01% of Sherman Asset Management's portfolio in Q2 2026, its #119 holding.
  • Sherman Asset Management first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Alexandria Real Estate Equities position peaked at $74.7K in Q4 2024.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.