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True Wealth Design’s Alexandria Real Estate Equities ARE Stock Holding History

True Wealth Design’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 		$125K Buy
2,368
+1,842
+350% +$88.1K 0.03% 198
2026
Q1 		$24.4K Buy
526
+433
+466% +$22.8K 0.01% 637
2025
Q4 		$4.55K Sell
93
-1,678
-95% -$98.8K ﹤0.01% 1123
2025
Q3 		$148K Buy
1,771
+445
+34% +$35.6K 0.05% 104
2025
Q2 		$96.3K Buy
1,326
+355
+37% +$26.4K 0.03% 109
2025
Q1 		$89.8K Buy
971
+322
+50% +$31.5K 0.03% 103
2024
Q4 		$63.3K Buy
649
+564
+664% +$61.8K 0.02% 127
2024
Q3 		$10.1K Buy
+85
New +$10.1K ﹤0.01% 420

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

True Wealth Design's ARE Position: Q2 2026 in Review

True Wealth Design increased its Alexandria Real Estate Equities (ARE) stake by 350% in Q2 2026, buying an estimated $88.1K and bringing the position to 2,368 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #198.

True Wealth Design first reported a position in ARE in Q3 2024 and has held it in 8 quarters since. The position peaked at $148K in Q3 2025. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • True Wealth Design held 2,368 shares of Alexandria Real Estate Equities worth $125K as of Q2 2026.
  • True Wealth Design bought 1,842 Alexandria Real Estate Equities shares in Q2 2026, an estimated $88.1K.
  • Alexandria Real Estate Equities made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #198 holding.
  • True Wealth Design first reported a position in Alexandria Real Estate Equities in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Alexandria Real Estate Equities position peaked at $148K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.