Avantax Advisory Services’s Alexandria Real Estate Equities ARE Stock Holding History

Avantax Advisory Services’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 Q2	$276K	Buy	3,796 +342	+10%	+$25.4K	﹤0.01%	1983
2025 Q1	$320K	Buy	3,454 +867	+34%	+$84.9K	﹤0.01%	1791
2024 Q4	$252K	Sell	2,587 -3,659	-59%	-$401K	﹤0.01%	1904
2024 Q3	$742K	Sell	6,246 -1,430	-19%	-$170K	﹤0.01%	1173
2024 Q2	$898K	Buy	+7,676	New	+$915K	0.01%	1044
2021 Q4	–	Sell	-1,252	Closed	-$239K	–	1246
2021 Q3	$239K	Sell	1,252 -706	-36%	-$141K	﹤0.01%	1024
2021 Q2	$359K	Sell	1,958 -340	-15%	-$60.9K	0.01%	832
2021 Q1	$373K	Buy	2,298 +898	+64%	+$150K	0.01%	716
2020 Q4	$256K	Buy	+1,400	New	+$231K	0.01%	792

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's ARE Position: Q2 2025 in Review

Avantax Advisory Services increased its Alexandria Real Estate Equities (ARE) stake by 9.9% in Q2 2025, buying an estimated $25.4K and bringing the position to 3,796 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Avantax Advisory Services first reported a position in ARE in Q4 2020 and has held it in 9 quarters since. The position peaked at $898K in Q2 2024. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

Avantax Advisory Services held 3,796 shares of Alexandria Real Estate Equities worth $276K as of Q2 2025.
Avantax Advisory Services bought 342 Alexandria Real Estate Equities shares in Q2 2025, an estimated $25.4K.
Alexandria Real Estate Equities made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1983 holding.
Avantax Advisory Services first reported a position in Alexandria Real Estate Equities in Q4 2020 and has held it in 9 quarters since.
Avantax Advisory Services's Alexandria Real Estate Equities position peaked at $898K in Q2 2024.
664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.