Wealth Enhancement Advisory Services
ARE icon

Wealth Enhancement Advisory Services’s Alexandria Real Estate Equities ARE Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.02M Buy
139,699
+93,493
+202% +$4.47M 0.01% 902
2026
Q1 		$1.8M Buy
46,206
+15,988
+53% +$843K ﹤0.01% 1452
2025
Q4 		$1.58M Sell
30,218
-49,246
-62% -$2.9M ﹤0.01% 1664
2025
Q3 		$6.21M Buy
79,464
+15,092
+23% +$1.21M 0.01% 846
2025
Q2 		$4.95M Buy
64,372
+34,720
+117% +$2.58M 0.01% 902
2025
Q1 		$2.74M Buy
29,652
+18,416
+164% +$1.8M 0.01% 1091
2024
Q4 		$1.1M Buy
11,236
+6,686
+147% +$733K ﹤0.01% 1488
2024
Q3 		$540K Buy
4,550
+1,062
+30% +$127K ﹤0.01% 1782
2024
Q2 		$408K Buy
3,488
+968
+38% +$115K ﹤0.01% 1768
2024
Q1 		$325K Buy
2,520
+353
+16% +$43.5K ﹤0.01% 1866
2023
Q4 		$275K Buy
+2,167
New +$233K ﹤0.01% 1881
2023
Q1 		– Sell
-21,429
Closed -$3.37M – 522
2022
Q4 		$3.37M Sell
21,429
-26,224
-55% -$3.79M 0.04% 144
2022
Q3 		$6.42M Buy
47,653
+17,373
+57% +$2.67M 0.09% 105
2022
Q2 		$4.43M Sell
30,280
-7,037
-19% -$1.19M 0.06% 139
2022
Q1 		$7.58M Buy
37,317
+2,054
+6% +$401K 0.1% 101
2021
Q4 		$6.88M Buy
35,263
+18,685
+113% +$3.87M 0.1% 95
2021
Q3 		$3.46M Buy
+16,578
New +$3.3M 0.05% 123

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

Wealth Enhancement Advisory Services's ARE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Alexandria Real Estate Equities (ARE) stake by 202% in Q2 2026, buying an estimated $4.47M and bringing the position to 139,699 shares worth $6.02M. The position accounts for 0.01% of the portfolio, ranked #902.

Wealth Enhancement Advisory Services first reported a position in ARE in Q3 2021 and has held it in 17 quarters since. The position peaked at $7.58M in Q1 2022. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 139,699 shares of Alexandria Real Estate Equities worth $6.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 93,493 Alexandria Real Estate Equities shares in Q2 2026, an estimated $4.47M.
  • Alexandria Real Estate Equities made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #902 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alexandria Real Estate Equities in Q3 2021 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Alexandria Real Estate Equities position peaked at $7.58M in Q1 2022.
  • 597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.