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United Capital Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

United Capital Financial 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
Q2 		$869K Sell
16,437
-1,533
-9% -$73.3K ﹤0.01% 855
2026
Q1 		$834K Buy
17,970
+9,310
+108% +$491K 0.01% 833
2025
Q4 		$424K Sell
8,660
-16,365
-65% -$963K ﹤0.01% 1030
2025
Q3 		$2.09M Buy
25,025
+5,394
+27% +$432K 0.02% 460
2025
Q2 		$1.43M Buy
19,631
+1,167
+6% +$86.7K 0.01% 509
2025
Q1 		$1.71M Buy
18,464
+1,329
+8% +$130K 0.01% 458
2024
Q4 		$1.67M Sell
17,135
-3,146
-16% -$345K 0.01% 457
2024
Q3 		$2.41M Buy
20,281
+826
+4% +$98.4K 0.02% 377
2024
Q2 		$2.28M Buy
19,455
+7,253
+59% +$864K 0.02% 372
2024
Q1 		$1.57M Buy
12,202
+79
+0.7% +$9.73K 0.01% 474
2023
Q4 		$1.54M Buy
12,123
+5,653
+87% +$608K 0.01% 471
2023
Q3 		$648K Sell
6,470
-369
-5% -$42.9K ﹤0.01% 592
2023
Q2 		$776K Sell
6,839
-3
-0% -$357 ﹤0.01% 601
2023
Q1 		$859K Sell
6,842
-840
-11% -$123K ﹤0.01% 617
2022
Q4 		$1.12M Sell
7,682
-761
-9% -$110K 0.01% 583
2022
Q3 		$1.18M Buy
8,443
+405
+5% +$62.2K 0.01% 579
2022
Q2 		$1.17M Buy
8,038
+676
+9% +$115K 0.01% 607
2022
Q1 		$1.48M Sell
7,362
-124
-2% -$24.2K 0.01% 586
2021
Q4 		$1.67M Sell
7,486
-312
-4% -$64.6K 0.01% 571
2021
Q3 		$1.49M Sell
7,798
-189
-2% -$37.6K 0.01% 583
2021
Q2 		$1.45M Buy
7,987
+449
+6% +$80.4K 0.01% 607
2021
Q1 		$1.24M Sell
7,538
-5,261
-41% -$877K 0.01% 611
2020
Q4 		$2.28M Sell
12,799
-3,007
-19% -$497K 0.01% 481
2020
Q3 		$2.53M Sell
15,806
-3,140
-17% -$524K 0.02% 450
2020
Q2 		$3.07M Buy
18,946
+339
+2% +$51.8K 0.02% 437
2020
Q1 		$2.55M Buy
18,607
+6,903
+59% +$1.08M 0.02% 456
2019
Q4 		$1.89M Buy
11,704
+1,261
+12% +$199K 0.01% 616
2019
Q3 		$1.61M Buy
10,443
+294
+3% +$43.4K 0.01% 634
2019
Q2 		$1.43M Buy
10,149
+653
+7% +$94.3K 0.01% 704
2019
Q1 		$1.35M Buy
9,496
+410
+5% +$54K 0.01% 694
2018
Q4 		$1.03M Buy
9,086
+176
+2% +$21.5K 0.01% 712
2018
Q3 		$1.12M Buy
8,910
+544
+7% +$68.8K 0.01% 750
2018
Q2 		$1.06M Sell
8,366
-1,774
-17% -$222K 0.01% 751
2018
Q1 		$1.27M Buy
10,140
+108
+1% +$13.4K 0.01% 714
2017
Q4 		$1.31M Buy
10,032
+70
+0.7% +$8.82K 0.01% 718
2017
Q3 		$1.19M Sell
9,962
-2,201
-18% -$264K 0.01% 728
2017
Q2 		$1.47M Buy
12,163
+1,536
+14% +$179K 0.01% 656
2017
Q1 		$1.17M Buy
10,627
+4,563
+75% +$515K 0.01% 704
2016
Q4 		$674K Sell
6,064
-2,268
-27% -$243K 0.01% 856
2016
Q3 		$906K Buy
8,332
+1,165
+16% +$127K 0.01% 796
2016
Q2 		$745K Sell
7,167
-1,262
-15% -$120K 0.01% 819
2016
Q1 		$766K Sell
8,429
-565
-6% -$46K 0.01% 766
2015
Q4 		$813K Buy
8,994
+2,902
+48% +$262K 0.01% 746
2015
Q3 		$516K Sell
6,092
-2,539
-29% -$228K 0.01% 887
2015
Q2 		$755K Buy
8,631
+1,260
+17% +$117K 0.01% 786
2015
Q1 		$681K Buy
7,371
+12
+0.2% +$1.16K 0.01% 809
2014
Q4 		$653K Buy
7,359
+127
+2% +$10.6K 0.01% 742
2014
Q3 		$533K Buy
+7,232
New +$563K 0.01% 774
2014
Q2 		– Sell
-5,474
Closed -$397K – 788
2014
Q1 		$397K Buy
+5,474
New +$384K 0.01% 695

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

United Capital Financial Advisors's ARE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 8.5% in Q2 2026, selling an estimated $73.3K and leaving 16,437 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

United Capital Financial Advisors first reported a position in ARE in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.07M in Q2 2020. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • United Capital Financial Advisors held 16,437 shares of Alexandria Real Estate Equities worth $869K as of Q2 2026.
  • United Capital Financial Advisors sold 1,533 Alexandria Real Estate Equities shares in Q2 2026, an estimated $73.3K.
  • Alexandria Real Estate Equities made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #855 holding.
  • United Capital Financial Advisors first reported a position in Alexandria Real Estate Equities in Q1 2014 and has held it in 49 quarters since.
  • United Capital Financial Advisors's Alexandria Real Estate Equities position peaked at $3.07M in Q2 2020.
  • 591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.