VFM
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Vision Financial Markets’s Alexandria Real Estate Equities ARE Stock Holding History

Vision Financial Markets’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 		$31.7K Buy
+600
New +$28.7K 0.03% 162
2025
Q4 		– Sell
-700
Closed -$58.3K – 412
2025
Q3 		$58.3K Buy
700
+600
+600% +$48.1K 0.05% 123
2025
Q2 		$7.26K Buy
+100
New +$7.43K 0.01% 252

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

Vision Financial Markets's ARE Position: Q2 2026 in Review

Vision Financial Markets opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 600 shares worth $31.7K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings. This is a return to the name: Vision Financial Markets previously reported a position in ARE as recently as Q3 2025.

Vision Financial Markets first reported a position in ARE in Q2 2025 and has held it in 3 quarters since. The position peaked at $58.3K in Q3 2025. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Vision Financial Markets held 600 shares of Alexandria Real Estate Equities worth $31.7K as of Q2 2026.
  • Alexandria Real Estate Equities was a new Vision Financial Markets position in Q2 2026.
  • Alexandria Real Estate Equities made up 0.03% of Vision Financial Markets's portfolio in Q2 2026, its #162 holding.
  • Vision Financial Markets first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 3 quarters since.
  • Vision Financial Markets's Alexandria Real Estate Equities position peaked at $58.3K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.