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

Wealth Enhancement Trust 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 		$73.8K Buy
1,397
+537
+62% +$25.7K 0.01% 421
2026
Q1 		$39.9K Sell
860
-245
-22% -$12.9K ﹤0.01% 485
2025
Q4 		$54.1K Buy
+1,105
New +$65K 0.01% 426

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Alexandria Real Estate Equities (ARE) stake by 62% in Q2 2026, buying an estimated $25.7K and bringing the position to 1,397 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #421.

Wealth Enhancement Trust Services first reported a position in ARE in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,397 shares of Alexandria Real Estate Equities worth $73.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 537 Alexandria Real Estate Equities shares in Q2 2026, an estimated $25.7K.
  • Alexandria Real Estate Equities made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #421 holding.
  • Wealth Enhancement Trust Services first reported a position in Alexandria Real Estate Equities in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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