Wiser Advisor Group’s Alexandria Real Estate Equities ARE Stock Holding History

Wiser Advisor Group’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	$9.02K	Buy	171 +3	+2%	+$144	0.01%	179
2026 Q1	$7.8K	Buy	168 +2	+1%	+$106	0.01%	178
2025 Q4	$8.12K	Sell	166 -19	-10%	-$1.12K	0.01%	180
2025 Q3	$15.4K	Buy	+185	New	+$14.8K	0.02%	152
2025 Q2	–	Sell	-179	Closed	-$16.6K	–	57
2025 Q1	$16.6K	Buy	179 +2	+1%	+$196	0.02%	153
2024 Q4	$17.3K	Buy	177 +2	+1%	+$219	0.03%	155
2024 Q3	$20.8K	Buy	175 +2	+1%	+$238	0.03%	152
2024 Q2	$20.3K	Buy	173 +3	+2%	+$358	0.03%	147
2024 Q1	$22.1K	Hold	170	–	–	0.03%	142
2023 Q4	$21.5K	Buy	+170	New	+$18.3K	0.04%	145

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 $3.37T AUM 44.26% 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

Wiser Advisor Group's ARE Position: Q2 2026 in Review

Wiser Advisor Group increased its Alexandria Real Estate Equities (ARE) stake by 1.8% in Q2 2026, buying an estimated $144 and bringing the position to 171 shares worth $9.02K. The position accounts for 0.01% of the portfolio, ranked #179.

Wiser Advisor Group first reported a position in ARE in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.1K in Q1 2024. 591 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Wiser Advisor Group held 171 shares of Alexandria Real Estate Equities worth $9.02K as of Q2 2026.
Wiser Advisor Group bought 3 Alexandria Real Estate Equities shares in Q2 2026, an estimated $144.
Alexandria Real Estate Equities made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #179 holding.
Wiser Advisor Group first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Alexandria Real Estate Equities position peaked at $22.1K in Q1 2024.
591 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.