WA
ARE icon

Waddell & Associates’s Alexandria Real Estate Equities ARE Stock Holding History

Waddell & Associates’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 		$393K Buy
+7,437
New +$356K 0.02% 321
2025
Q4 		– Sell
-3,455
Closed -$288K – 380
2025
Q3 		$288K Sell
3,455
-343
-9% -$27.5K 0.02% 221
2025
Q2 		$276K Buy
+3,798
New +$282K 0.03% 182

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 $3.38T AUM 44.17% 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

Waddell & Associates's ARE Position: Q2 2026 in Review

Waddell & Associates opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 7,437 shares worth $393K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in ARE as recently as Q3 2025.

Waddell & Associates first reported a position in ARE in Q2 2025 and has held it in 3 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Waddell & Associates held 7,437 shares of Alexandria Real Estate Equities worth $393K as of Q2 2026.
  • Alexandria Real Estate Equities was a new Waddell & Associates position in Q2 2026.
  • Alexandria Real Estate Equities made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #321 holding.
  • Waddell & Associates first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 3 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.