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Virginia Estate & Retirement Planning Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Virginia Estate & Retirement Planning 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 		$2.43K Hold
46
– – ﹤0.01% 167
2026
Q1 		$2.13K Buy
+46
New +$2.43K ﹤0.01% 143

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

Virginia Estate & Retirement Planning Advisors's ARE Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 46 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Virginia Estate & Retirement Planning Advisors first reported a position in ARE in Q1 2026 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 46 shares of Alexandria Real Estate Equities worth $2.43K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #167 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Alexandria Real Estate Equities in Q1 2026 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.