Apollon Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Apollon Wealth Management’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
2025 Q1	–	Sell	-3,317	Closed	-$324K	–	1210
2024 Q4	$324K	Buy	3,317 +764	+30%	+$83.8K	0.01%	912
2024 Q3	$303K	Buy	2,553 +587	+30%	+$69.9K	0.01%	907
2024 Q2	$230K	Sell	1,966 -472	-19%	-$56.3K	0.01%	961
2024 Q1	$314K	Buy	+2,438	New	+$300K	0.01%	848
2023 Q1	–	Sell	-1,936	Closed	-$282K	–	874
2022 Q4	$282K	Buy	+1,936	New	+$280K	0.02%	678

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Apollon Wealth Management's ARE Position: Q1 2025 in Review

Apollon Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 3,317 shares — an estimated $324K sold.

Apollon Wealth Management first reported a position in ARE in Q4 2022 and held it in 5 quarters. The position peaked at $324K in Q4 2024. 668 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

Apollon Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
Apollon Wealth Management sold 3,317 Alexandria Real Estate Equities shares in Q1 2025, an estimated $324K.
Apollon Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 5 quarters.
Apollon Wealth Management's Alexandria Real Estate Equities position peaked at $324K in Q4 2024.
668 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.