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Stamos Capital Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Stamos Capital Partners’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 		$1.76M Sell
33,229
-1,675
-5% -$80.1K 0.27% 102
2026
Q1 		$1.62M Buy
34,904
+3,572
+11% +$188K 0.25% 100
2025
Q4 		$1.53M Buy
31,332
+18,205
+139% +$1.07M 0.25% 106
2025
Q3 		$1.09M Sell
13,127
-11,707
-47% -$938K 0.21% 106
2025
Q2 		$1.8M Buy
24,834
+10,465
+73% +$777K 0.32% 94
2025
Q1 		$1.33M Sell
14,369
-891
-6% -$87.3K 0.35% 83
2024
Q4 		$1.49M Buy
15,260
+5,110
+50% +$560K 0.35% 89
2024
Q3 		$1.21M Sell
10,150
-750
-7% -$89.3K 0.28% 90
2024
Q2 		$1.27M Buy
10,900
+1,210
+12% +$144K 0.27% 88
2024
Q1 		$1.25M Buy
9,690
+1,930
+25% +$238K 0.28% 79
2023
Q4 		$984K Sell
7,760
-6,350
-45% -$683K 0.27% 79
2023
Q3 		$1.41M Buy
14,110
+6,790
+93% +$789K 0.31% 82
2023
Q2 		$831K Buy
+7,320
New +$871K 0.19% 96
2023
Q1 		– Sell
-3,440
Closed -$501K – 104
2022
Q4 		$501K Sell
3,440
-2,360
-41% -$341K 0.16% 109
2022
Q3 		$813K Sell
5,800
-1,200
-17% -$184K 0.21% 87
2022
Q2 		$1.01M Buy
7,000
+1,600
+30% +$272K 0.31% 68
2022
Q1 		$1.09M Buy
+5,400
New +$1.05M 0.36% 49

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

Stamos Capital Partners's ARE Position: Q2 2026 in Review

Stamos Capital Partners reduced its Alexandria Real Estate Equities (ARE) stake by 4.8% in Q2 2026, selling an estimated $80.1K and leaving 33,229 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #102.

Stamos Capital Partners first reported a position in ARE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q2 2025. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Stamos Capital Partners held 33,229 shares of Alexandria Real Estate Equities worth $1.76M as of Q2 2026.
  • Stamos Capital Partners sold 1,675 Alexandria Real Estate Equities shares in Q2 2026, an estimated $80.1K.
  • Alexandria Real Estate Equities made up 0.27% of Stamos Capital Partners's portfolio in Q2 2026, its #102 holding.
  • Stamos Capital Partners first reported a position in Alexandria Real Estate Equities in Q1 2022 and has held it in 17 quarters since.
  • Stamos Capital Partners's Alexandria Real Estate Equities position peaked at $1.8M in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.