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Waverly Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Waverly 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 		$546K Buy
+10,339
New +$495K ﹤0.01% 1136
2025
Q4 		– Sell
-2,468
Closed -$206K – 1479
2025
Q3 		$206K Buy
+2,468
New +$198K ﹤0.01% 1206

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

Waverly Advisors's ARE Position: Q2 2026 in Review

Waverly Advisors opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 10,339 shares worth $546K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in ARE as recently as Q3 2025.

Waverly Advisors first reported a position in ARE in Q3 2025 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Waverly Advisors held 10,339 shares of Alexandria Real Estate Equities worth $546K as of Q2 2026.
  • Alexandria Real Estate Equities was a new Waverly Advisors position in Q2 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1136 holding.
  • Waverly Advisors first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.