Westfuller Advisors
ARE icon

Westfuller Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Westfuller 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
Q3 		$342 Hold
7
– – ﹤0.01% 731
2026
Q2 		$380 Sell
7
-34
-83% -$1.63K ﹤0.01% 736
2026
Q1 		$1.94K Buy
41
+34
+486% +$1.79K ﹤0.01% 643
2025
Q4 		$348 Buy
+7
New +$412 ﹤0.01% 740

Other funds holding ARE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Westfuller Advisors's ARE Position: Q3 2026 in Review

Westfuller Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q3 2026 at 7 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Westfuller Advisors first reported a position in ARE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.94K in Q1 2026. 408 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • Westfuller Advisors held 7 shares of Alexandria Real Estate Equities worth $342 as of Q3 2026.
  • Westfuller Advisors left its Alexandria Real Estate Equities share count unchanged in Q3 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #731 holding.
  • Westfuller Advisors first reported a position in Alexandria Real Estate Equities in Q4 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Alexandria Real Estate Equities position peaked at $1.94K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.