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

Spire 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 		$12.4K Buy
235
+155
+194% +$7.42K ﹤0.01% 1585
2026
Q1 		$3.71K Sell
80
-15
-16% -$791 ﹤0.01% 1907
2025
Q4 		$4.65K Buy
95
+40
+73% +$2.35K ﹤0.01% 1928
2025
Q3 		$4.58K Buy
55
+18
+49% +$1.44K ﹤0.01% 1978
2025
Q2 		$2.69K Sell
37
-615
-94% -$45.7K ﹤0.01% 2112
2025
Q1 		$60.3K Buy
652
+57
+10% +$5.58K ﹤0.01% 1216
2024
Q4 		$58K Buy
595
+250
+72% +$27.4K ﹤0.01% 1229
2024
Q3 		$40.9K Buy
345
+9
+3% +$1.07K ﹤0.01% 1194
2024
Q2 		$39.3K Buy
336
+50
+17% +$5.96K ﹤0.01% 1207
2024
Q1 		$36.9K Buy
286
+11
+4% +$1.35K ﹤0.01% 1312
2023
Q4 		$33.9K Buy
275
+28
+11% +$3.01K ﹤0.01% 1330
2023
Q3 		$24.7K Buy
247
+37
+18% +$4.3K ﹤0.01% 1423
2023
Q2 		$23.8K Sell
210
-36
-15% -$4.29K ﹤0.01% 1519
2023
Q1 		$30.9K Buy
246
+132
+116% +$19.4K ﹤0.01% 1420
2022
Q4 		$17K Sell
114
-1
-0.9% -$145 ﹤0.01% 1424
2022
Q3 		$16K Sell
115
-117
-50% -$18K ﹤0.01% 1400
2022
Q2 		$34K Sell
232
-189
-45% -$32.1K ﹤0.01% 1450
2022
Q1 		$85K Buy
421
+14
+3% +$2.73K ﹤0.01% 1220
2021
Q4 		$91K Buy
407
+120
+42% +$24.8K ﹤0.01% 1438
2021
Q3 		$55K Buy
287
+15
+6% +$2.99K ﹤0.01% 1430
2021
Q2 		$50K Sell
272
-295
-52% -$52.8K ﹤0.01% 1479
2021
Q1 		$93K Buy
+567
New +$94.5K ﹤0.01% 1426

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

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

Spire Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 194% in Q2 2026, buying an estimated $7.42K and bringing the position to 235 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Spire Wealth Management first reported a position in ARE in Q1 2021 and has held it in 22 quarters since. The position peaked at $93K in Q1 2021. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Spire Wealth Management held 235 shares of Alexandria Real Estate Equities worth $12.4K as of Q2 2026.
  • Spire Wealth Management bought 155 Alexandria Real Estate Equities shares in Q2 2026, an estimated $7.42K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1585 holding.
  • Spire Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Alexandria Real Estate Equities position peaked at $93K in Q1 2021.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.