Advisor Resource Council’s Alexandria Real Estate Equities ARE Stock Holding History

Advisor Resource Council’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
2024 Q4	–	Sell	-2,750	Closed	-$327K	–	84
2024 Q3	$327K	Buy	+2,750	New	+$328K	0.15%	163
2024 Q2	–	Sell	-1,995	Closed	-$253K	–	80
2024 Q1	$253K	Buy	+1,995	New	+$246K	0.11%	190
2023 Q2	–	Sell	-4,495	Closed	-$553K	–	179
2023 Q1	$553K	Buy	+4,495	New	+$660K	0.14%	165

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Resource Council's ARE Position: Q4 2024 in Review

Advisor Resource Council sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 2,750 shares — an estimated $327K sold.

Advisor Resource Council first reported a position in ARE in Q1 2023 and held it in 3 quarters. The position peaked at $553K in Q1 2023. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

Advisor Resource Council reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
Advisor Resource Council sold 2,750 Alexandria Real Estate Equities shares in Q4 2024, an estimated $327K.
Advisor Resource Council first reported a position in Alexandria Real Estate Equities in Q1 2023 and held it in 3 quarters.
Advisor Resource Council's Alexandria Real Estate Equities position peaked at $553K in Q1 2023.
658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.