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Steward Partners Investment Advisory’s Alexandria Real Estate Equities ARE Stock Holding History

Steward Partners Investment Advisory’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 		$55K Sell
1,184
-1,936
-62% -$102K ﹤0.01% 2731
2025
Q4 		$153K Sell
3,120
-799
-20% -$47K ﹤0.01% 2073
2025
Q3 		$327K Sell
3,919
-211
-5% -$16.9K ﹤0.01% 1611
2025
Q2 		$300K Buy
4,130
+358
+9% +$26.6K ﹤0.01% 1557
2025
Q1 		$349K Buy
3,772
+398
+12% +$39K ﹤0.01% 1369
2024
Q4 		$329K Sell
3,374
-1,010
-23% -$111K ﹤0.01% 1355
2024
Q3 		$521K Buy
4,384
+4,127
+1,606% +$492K ﹤0.01% 1093
2024
Q2 		$30K Sell
257
-152
-37% -$18.1K ﹤0.01% 2343
2024
Q1 		$52.8K Buy
409
+162
+66% +$20K ﹤0.01% 2084
2023
Q4 		$31.3K Sell
247
-559
-69% -$60.2K ﹤0.01% 2174
2023
Q3 		$80.7K Sell
806
-290
-26% -$33.7K ﹤0.01% 1679
2023
Q2 		$124K Sell
1,096
-89
-8% -$10.6K ﹤0.01% 1475
2023
Q1 		$149K Sell
1,185
-69
-6% -$10.1K ﹤0.01% 1412
2022
Q4 		$183K Sell
1,254
-8
-0.6% -$1.16K ﹤0.01% 1282
2022
Q3 		$177K Sell
1,262
-10
-0.8% -$1.53K ﹤0.01% 1248
2022
Q2 		$184K Buy
1,272
+21
+2% +$3.56K ﹤0.01% 1235
2022
Q1 		$252K Buy
1,251
+15
+1% +$2.93K ﹤0.01% 1202
2021
Q4 		$276K Sell
1,236
-66
-5% -$13.7K ﹤0.01% 1177
2021
Q3 		$249K Buy
1,302
+291
+29% +$57.9K ﹤0.01% 1179
2021
Q2 		$184K Sell
1,011
-199
-16% -$35.6K ﹤0.01% 1601
2021
Q1 		$199K Buy
1,210
+391
+48% +$65.2K ﹤0.01% 1304
2020
Q4 		$146K Sell
819
-34
-4% -$5.62K ﹤0.01% 1200
2020
Q3 		$136K Buy
853
+732
+605% +$122K ﹤0.01% 1090
2020
Q2 		$20K Sell
121
-70
-37% -$10.7K ﹤0.01% 1767
2020
Q1 		$26K Sell
191
-63
-25% -$9.86K ﹤0.01% 1501
2019
Q4 		$41K Sell
254
-40
-14% -$6.31K ﹤0.01% 1480
2019
Q3 		$45K Buy
294
+78
+36% +$11.5K ﹤0.01% 1395
2019
Q2 		$30K Buy
+216
New +$31.2K ﹤0.01% 1545
2018
Q4 		– Sell
-103
Closed -$13K – 847
2018
Q3 		$13K Buy
103
+65
+171% +$8.22K ﹤0.01% 1750
2018
Q2 		$5K Hold
38
– – ﹤0.01% 1964
2018
Q1 		$4K Buy
+38
New +$4.71K ﹤0.01% 1835

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Steward Partners Investment Advisory's ARE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Alexandria Real Estate Equities (ARE) stake by 62% in Q1 2026, selling an estimated $102K and leaving 1,184 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Steward Partners Investment Advisory first reported a position in ARE in Q1 2018 and has held it in 31 quarters since. The position peaked at $521K in Q3 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Steward Partners Investment Advisory held 1,184 shares of Alexandria Real Estate Equities worth $55K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,936 Alexandria Real Estate Equities shares in Q1 2026, an estimated $102K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2731 holding.
  • Steward Partners Investment Advisory first reported a position in Alexandria Real Estate Equities in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Alexandria Real Estate Equities position peaked at $521K in Q3 2024.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.