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Taylor Frigon Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

Taylor Frigon Capital 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 		$1.87M Buy
35,289
+758
+2% +$36.3K 0.87% 58
2026
Q1 		$1.6M Sell
34,531
-340
-1% -$17.9K 0.91% 62
2025
Q4 		$1.71M Buy
34,871
+2,008
+6% +$118K 0.86% 64
2025
Q3 		$2.74M Buy
32,863
+555
+2% +$44.5K 1.36% 22
2025
Q2 		$2.35M Buy
32,308
+13,783
+74% +$1.02M 1.25% 33
2025
Q1 		$1.71M Buy
18,525
+286
+2% +$28K 1.02% 54
2024
Q4 		$1.78M Sell
18,239
-193
-1% -$21.2K 0.9% 53
2024
Q3 		$2.19M Buy
18,432
+62
+0.3% +$7.39K 1.09% 39
2024
Q2 		$2.15M Buy
18,370
+2,136
+13% +$255K 1.02% 41
2024
Q1 		$2.09M Buy
16,234
+112
+0.7% +$13.8K 1% 39
2023
Q4 		$2.04M Sell
16,122
-204
-1% -$22K 1.03% 37
2023
Q3 		$1.63M Buy
16,326
+360
+2% +$41.8K 0.91% 47
2023
Q2 		$1.81M Buy
15,966
+8,722
+120% +$1.04M 0.88% 45
2023
Q1 		$910K Buy
7,244
+177
+3% +$26K 0.5% 86
2022
Q4 		$1.03M Sell
7,067
-37
-0.5% -$5.35K 0.58% 82
2022
Q3 		$996K Buy
7,104
+167
+2% +$25.6K 0.52% 82
2022
Q2 		$1.01M Buy
6,937
+35
+0.5% +$5.94K 0.52% 79
2022
Q1 		$1.39M Sell
6,902
-129
-2% -$25.2K 0.52% 80
2021
Q4 		$1.57M Buy
7,031
+119
+2% +$24.6K 0.49% 70
2021
Q3 		$1.32M Buy
6,912
+535
+8% +$107K 0.43% 76
2021
Q2 		$1.16M Buy
6,377
+576
+10% +$103K 0.36% 84
2021
Q1 		$953K Buy
5,801
+166
+3% +$27.7K 0.29% 83
2020
Q4 		$1M Sell
5,635
-6
-0.1% -$992 0.33% 75
2020
Q3 		$903K Buy
5,641
+63
+1% +$10.5K 0.4% 78
2020
Q2 		$905K Buy
5,578
+257
+5% +$39.3K 0.45% 74
2020
Q1 		$729K Sell
5,321
-36
-0.7% -$5.64K 0.57% 68
2019
Q4 		$866K Sell
5,357
-2,170
-29% -$342K 0.6% 80
2019
Q3 		$1.16M Sell
7,527
-269
-3% -$39.8K 0.84% 56
2019
Q2 		$1.1M Sell
7,796
-482
-6% -$69.6K 0.76% 56
2019
Q1 		$1.18M Sell
8,278
-338
-4% -$44.5K 0.92% 50
2018
Q4 		$993K Buy
8,616
+67
+0.8% +$8.17K 0.87% 58
2018
Q3 		$1.07M Buy
8,549
+104
+1% +$13.1K 0.82% 53
2018
Q2 		$1.07M Sell
8,445
-552
-6% -$69K 0.78% 53
2018
Q1 		$1.12M Sell
8,997
-261
-3% -$32.4K 0.87% 50
2017
Q4 		$1.21M Buy
+9,258
New +$1.17M 0.97% 45
2016
Q2 		$953K Buy
9,202
+110
+1% +$10.5K 0.99% 45
2016
Q1 		$826K Sell
9,092
-21
-0.2% -$1.71K 0.87% 53
2015
Q4 		$810K Buy
+9,113
New +$824K 0.91% 49

Other funds holding ARE

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Taylor Frigon Capital Management's ARE Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its Alexandria Real Estate Equities (ARE) stake by 2.2% in Q2 2026, buying an estimated $36.3K and bringing the position to 35,289 shares worth $1.87M. The position accounts for 0.87% of the portfolio, ranked #58.

Taylor Frigon Capital Management first reported a position in ARE in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.74M in Q3 2025. 151 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Taylor Frigon Capital Management held 35,289 shares of Alexandria Real Estate Equities worth $1.87M as of Q2 2026.
  • Taylor Frigon Capital Management bought 758 Alexandria Real Estate Equities shares in Q2 2026, an estimated $36.3K.
  • Alexandria Real Estate Equities made up 0.87% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #58 holding.
  • Taylor Frigon Capital Management first reported a position in Alexandria Real Estate Equities in Q4 2015 and has held it in 38 quarters since.
  • Taylor Frigon Capital Management's Alexandria Real Estate Equities position peaked at $2.74M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.