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 Q2	$235K	Sell	4,438 -334	-7%	-$16K	﹤0.01%	1105
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s ARE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Alexandria Real Estate Equities (ARE) stake by 7% in Q2 2026, selling an estimated $16K and leaving 4,438 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Wealthspire Advisors (New York) first reported a position in ARE in Q4 2018 and has held it in 6 quarters since. The position peaked at $261K in Q3 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Wealthspire Advisors (New York) held 4,438 shares of Alexandria Real Estate Equities worth $235K as of Q2 2026.
Wealthspire Advisors (New York) sold 334 Alexandria Real Estate Equities shares in Q2 2026, an estimated $16K.
Alexandria Real Estate Equities made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1105 holding.
Wealthspire Advisors (New York) first reported a position in Alexandria Real Estate Equities in Q4 2018 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s Alexandria Real Estate Equities position peaked at $261K in Q3 2024.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.