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
Q2 		$1.32K Buy
25
+16
+178% +$765 ﹤0.01% 1511
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's ARE Position: Q2 2026 in Review

SHP Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 178% in Q2 2026, buying an estimated $765 and bringing the position to 25 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

SHP Wealth Management first reported a position in ARE in Q1 2026 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • SHP Wealth Management held 25 shares of Alexandria Real Estate Equities worth $1.32K as of Q2 2026.
  • SHP Wealth Management bought 16 Alexandria Real Estate Equities shares in Q2 2026, an estimated $765.
  • Alexandria Real Estate Equities made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1511 holding.
  • SHP Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2026 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.