TFC Financial Management’s Alexandria Real Estate Equities ARE Stock Holding History

TFC Financial 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 Q1	$511	Buy	+11	New	+$580	﹤0.01%	712
2025 Q4	–	Sell	-9	Closed	-$751	–	969
2025 Q3	$751	Buy	9 +3	+50%	+$240	﹤0.01%	661
2025 Q2	$436	Buy	6 +1	+20%	+$74	﹤0.01%	715
2025 Q1	$463	Hold	5	–	–	﹤0.01%	655
2024 Q4	$488	Hold	5	–	–	﹤0.01%	660
2024 Q3	$594	Hold	5	–	–	﹤0.01%	642
2024 Q2	$585	Sell	5 -1	-17%	-$119	﹤0.01%	617
2024 Q1	$774	Buy	6 +1	+20%	+$123	﹤0.01%	583
2023 Q4	$634	Buy	+5	New	+$538	﹤0.01%	561
2023 Q2	–	Sell	-7	Closed	-$880	–	651
2023 Q1	$880	Hold	7	–	–	﹤0.01%	520
2022 Q4	$1.02K	Hold	7	–	–	﹤0.01%	453
2022 Q3	$1K	Buy	7 +4	+133%	+$614	﹤0.01%	438
2022 Q2	$0	Hold	3	–	–	﹤0.01%	526
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	453
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	504
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	491
2021 Q2	$1K	Sell	3 -30	-91%	-$5.37K	﹤0.01%	488
2021 Q1	$5K	Hold	33	–	–	﹤0.01%	354
2020 Q4	$6K	Hold	33	–	–	﹤0.01%	340
2020 Q3	$5K	Buy	+33	New	+$5.51K	﹤0.01%	331

Other funds holding ARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFC Financial Management's ARE Position: Q1 2026 in Review

TFC Financial Management opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2026: 11 shares worth $511. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in ARE as recently as Q3 2025.

TFC Financial Management first reported a position in ARE in Q3 2020 and has held it in 20 quarters since. The position peaked at $6K in Q4 2020. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

TFC Financial Management held 11 shares of Alexandria Real Estate Equities worth $511 as of Q1 2026.
Alexandria Real Estate Equities was a new TFC Financial Management position in Q1 2026.
Alexandria Real Estate Equities made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #712 holding.
TFC Financial Management first reported a position in Alexandria Real Estate Equities in Q3 2020 and has held it in 20 quarters since.
TFC Financial Management's Alexandria Real Estate Equities position peaked at $6K in Q4 2020.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.