Thompson Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Thompson Investment 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	$11.2M	Buy	212,431 +31,795	+18%	+$1.52M	1.29%	23
2026 Q1	$8.39M	Buy	180,636 +8,542	+5%	+$451K	1.08%	29
2025 Q4	$8.42M	Buy	172,094 +59,613	+53%	+$3.51M	1.06%	33
2025 Q3	$9.37M	Sell	112,481 -3,008	-3%	-$241K	1.25%	26
2025 Q2	$8.39M	Buy	115,489 +80,367	+229%	+$5.97M	1.18%	28
2025 Q1	$3.25M	Buy	35,122 +3,492	+11%	+$342K	0.49%	72
2024 Q4	$3.09M	Buy	31,630 +931	+3%	+$102K	0.44%	79
2024 Q3	$3.65M	Buy	30,699 +530	+2%	+$63.1K	0.52%	73
2024 Q2	$3.53M	Buy	30,169 +779	+3%	+$92.8K	0.55%	70
2024 Q1	$3.79M	Buy	29,390 +128	+0.4%	+$15.8K	0.57%	67
2023 Q4	$3.71M	Sell	29,262 -70	-0.2%	-$7.53K	0.6%	67
2023 Q3	$2.94M	Buy	29,332 +15	+0.1%	+$1.74K	0.52%	72
2023 Q2	$3.33M	Buy	+29,317	New	+$3.49M	0.54%	70

Other funds holding ARE

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thompson Investment Management's ARE Position: Q2 2026 in Review

Thompson Investment Management increased its Alexandria Real Estate Equities (ARE) stake by 18% in Q2 2026, buying an estimated $1.52M and bringing the position to 212,431 shares worth $11.2M. The position accounts for 1.29% of the portfolio, ranked #23.

Thompson Investment Management first reported a position in ARE in Q2 2023 and has held it in 13 quarters since. 94 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Thompson Investment Management held 212,431 shares of Alexandria Real Estate Equities worth $11.2M as of Q2 2026.
Thompson Investment Management bought 31,795 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.52M.
Alexandria Real Estate Equities made up 1.29% of Thompson Investment Management's portfolio in Q2 2026, its #23 holding.
Thompson Investment Management first reported a position in Alexandria Real Estate Equities in Q2 2023 and has held it in 13 quarters since.
94 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.