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U.S. Capital Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

U.S. Capital Wealth Advisors’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 		$255K Buy
5,503
+561
+11% +$29.6K 0.01% 879
2025
Q4 		$242K Buy
4,942
+1,522
+45% +$89.6K 0.01% 871
2025
Q3 		$285K Buy
+3,420
New +$274K 0.01% 786

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's ARE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Alexandria Real Estate Equities (ARE) stake by 11% in Q1 2026, buying an estimated $29.6K and bringing the position to 5,503 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #879.

U.S. Capital Wealth Advisors first reported a position in ARE in Q3 2025 and has held it in 3 quarters since. The position peaked at $285K in Q3 2025. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • U.S. Capital Wealth Advisors held 5,503 shares of Alexandria Real Estate Equities worth $255K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 561 Alexandria Real Estate Equities shares in Q1 2026, an estimated $29.6K.
  • Alexandria Real Estate Equities made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #879 holding.
  • U.S. Capital Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 3 quarters since.
  • U.S. Capital Wealth Advisors's Alexandria Real Estate Equities position peaked at $285K in Q3 2025.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.