Towarzystwo Funduszy Inwestycyjnych PZU SA’s Alexandria Real Estate Equities ARE Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	–	Sell	-620	Closed	-$30.3K	–	689
2025 Q4	$30.3K	Hold	620	–	–	0.01%	557
2025 Q3	$51.7K	Hold	620	–	–	0.01%	408
2025 Q2	$45K	Hold	620	–	–	0.01%	441
2025 Q1	$57.4K	Hold	620	–	–	0.02%	342
2024 Q4	$60.5K	Buy	620 +210	+51%	+$23K	0.02%	315
2024 Q3	$48.7K	Hold	410	–	–	0.02%	342
2024 Q2	$48K	Hold	410	–	–	0.02%	313
2024 Q1	$52.9K	Hold	410	–	–	0.02%	294
2023 Q4	$52K	Buy	+410	New	+$44.1K	0.02%	264
2021 Q3	$24.8K	Hold	130	–	–	0.03%	251
2021 Q2	$23.7K	Hold	130	–	–	0.03%	266
2021 Q1	$21.4K	Hold	130	–	–	0.03%	248
2020 Q4	$23.2K	Buy	+130	New	+$21.5K	0.02%	212

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's ARE Position: Q1 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 620 shares — an estimated $30.3K sold.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in ARE in Q4 2020 and held it in 13 quarters. The position peaked at $60.5K in Q4 2024. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 620 Alexandria Real Estate Equities shares in Q1 2026, an estimated $30.3K.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Alexandria Real Estate Equities in Q4 2020 and held it in 13 quarters.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Alexandria Real Estate Equities position peaked at $60.5K in Q4 2024.
569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q1 2026, filed 15 May 2026.