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Wealth Preservation Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Wealth Preservation 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
Q1 		$8.4K Buy
+181
New +$9.55K 0.01% 430
2025
Q4 		– Sell
-49
Closed -$4.08K – 609
2025
Q3 		$4.08K Buy
49
+12
+32% +$961 ﹤0.01% 397
2025
Q2 		$2.69K Buy
+37
New +$2.75K ﹤0.01% 445

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Preservation Advisors's ARE Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2026: 181 shares worth $8.4K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in ARE as recently as Q3 2025.

Wealth Preservation Advisors first reported a position in ARE in Q2 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Wealth Preservation Advisors held 181 shares of Alexandria Real Estate Equities worth $8.4K as of Q1 2026.
  • Alexandria Real Estate Equities was a new Wealth Preservation Advisors position in Q1 2026.
  • Alexandria Real Estate Equities made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #430 holding.
  • Wealth Preservation Advisors first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.