RAFFA WEALTH MANAGEMENT, LLC’s Alexandria Real Estate Equities ARE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$740	Hold	14	–	–	﹤0.01%	1108
2026 Q1	$650	Hold	14	–	–	﹤0.01%	1033
2025 Q4	$685	Hold	14	–	–	﹤0.01%	1017
2025 Q3	$1.17K	Hold	14	–	–	﹤0.01%	852
2025 Q2	$1.02K	Hold	14	–	–	﹤0.01%	867
2025 Q1	$1.29K	Hold	14	–	–	﹤0.01%	754
2024 Q4	$1.37K	Hold	14	–	–	﹤0.01%	772
2024 Q3	$1.66K	Hold	14	–	–	﹤0.01%	688
2024 Q2	$1.64K	Hold	14	–	–	﹤0.01%	767
2024 Q1	$1.8K	Hold	14	–	–	﹤0.01%	732
2023 Q4	$1.77K	Hold	14	–	–	﹤0.01%	657
2023 Q3	$1.4K	Hold	14	–	–	﹤0.01%	692
2023 Q2	$1.59K	Hold	14	–	–	﹤0.01%	674
2023 Q1	$1.76K	Hold	14	–	–	﹤0.01%	643
2022 Q4	$2.04K	Hold	14	–	–	﹤0.01%	587
2022 Q3	$1.96K	Hold	14	–	–	﹤0.01%	610
2022 Q2	$2.03K	Hold	14	–	–	﹤0.01%	604
2022 Q1	$2.82K	Hold	14	–	–	﹤0.01%	545
2021 Q4	$3.12K	Hold	14	–	–	﹤0.01%	540
2021 Q3	$2.67K	Hold	14	–	–	﹤0.01%	531
2021 Q2	$2.55K	Hold	14	–	–	﹤0.01%	553
2021 Q1	$2.3K	Buy	14 +5	+56%	+$833	﹤0.01%	595
2020 Q4	$1.6K	Sell	9 -9	-50%	-$1.49K	﹤0.01%	607
2020 Q3	$2.88K	Buy	18 +9	+100%	+$1.5K	﹤0.01%	418
2020 Q2	$1.46K	Hold	9	–	–	﹤0.01%	550
2020 Q1	$1.23K	Hold	9	–	–	﹤0.01%	531
2019 Q4	$1.45K	Hold	9	–	–	﹤0.01%	488
2019 Q3	$1.39K	Buy	+9	New	+$1.33K	﹤0.01%	482
2019 Q2	–	Sell	-9	Closed	-$1.28K	–	783
2019 Q1	$1.28K	Hold	9	–	–	﹤0.01%	473
2018 Q4	$1.04K	Hold	9	–	–	﹤0.01%	515
2018 Q3	$1.13K	Hold	9	–	–	﹤0.01%	552
2018 Q2	$1.14K	Hold	9	–	–	﹤0.01%	520
2018 Q1	$1.12K	Buy	+9	New	+$1.12K	﹤0.01%	492

Other funds holding ARE

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ARE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 14 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ARE in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.12K in Q4 2021. 158 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 14 shares of Alexandria Real Estate Equities worth $740 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
Alexandria Real Estate Equities made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1108 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Alexandria Real Estate Equities in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Alexandria Real Estate Equities position peaked at $3.12K in Q4 2021.
158 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.