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Wealthspire Advisors (New York)’s Alexandria Real Estate Equities ARE Stock Holding History

Wealthspire Advisors (New York)’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 		$222K Buy
+4,772
New +$252K ﹤0.01% 828
2025
Q4 		– Sell
-165
Closed -$13.8K – 1146
2025
Q3 		$13.8K Buy
+165
New +$13.2K ﹤0.01% 1866
2024
Q4 		– Sell
-2,197
Closed -$261K – 794
2024
Q3 		$261K Buy
+2,197
New +$262K ﹤0.01% 652
2020
Q2 		– Sell
-1,767
Closed -$242K – 296
2020
Q1 		$242K Buy
+1,767
New +$277K 0.01% 442
2019
Q1 		– Sell
-42
Closed -$5K – 100
2018
Q4 		$5K Buy
+42
New +$5.12K ﹤0.01% 635

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s ARE Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2026: 4,772 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in ARE as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in ARE in Q4 2018 and has held it in 5 quarters since. The position peaked at $261K in Q3 2024. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,772 shares of Alexandria Real Estate Equities worth $222K as of Q1 2026.
  • Alexandria Real Estate Equities was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #828 holding.
  • Wealthspire Advisors (New York) first reported a position in Alexandria Real Estate Equities in Q4 2018 and has held it in 5 quarters since.
  • Wealthspire Advisors (New York)'s Alexandria Real Estate Equities position peaked at $261K in Q3 2024.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.