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Creative Planning ARE Position History
Alexandria Real Estate Equities, Inc. • Real Estate
Quarters held
8
Latest value
$9.6M
Q3 2026
Peak value
$10M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10M |
| Q3 2025 | $76K |
| Q4 2025 | $2.6M |
| Q1 2026 | $5.5M |
| Q2 2026 | $13K |
| Q2 2026 | $7.6M |
| Q3 2026 | $29K |
| Q3 2026 | $9.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.6M | 201.7K | — | — |
| Q3 2026 | $29K | 608 | — | — |
| Q2 2026 | $7.6M | 143.9K | — | — |
| Q2 2026 | $13K | 253 | — | — |
| Q1 2026 | $5.5M | 118.8K | — | — |
| Q4 2025 | $2.6M | 53.4K | — | — |
| Q3 2025 | $76K | 914 | — | — |
| Q3 2025 | $10M | 120.0K | — | — |
Other funds holding ARE
$2.3B
$1.8B
$1.5B
$1.4B
$1.3B
$1.2B
$1.2B