SWM
ARE icon

SHP Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

SHP Wealth 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
Q1 		$418 Buy
+9
New +$475 ﹤0.01% 1658

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's ARE Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2026: 9 shares worth $418. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings.

569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • SHP Wealth Management held 9 shares of Alexandria Real Estate Equities worth $418 as of Q1 2026.
  • Alexandria Real Estate Equities was a new SHP Wealth Management position in Q1 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1658 holding.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.