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

Avior 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
-28
Closed -$2.73K – 830
2024
Q4 		$2.73K Buy
28
+5
+22% +$548 ﹤0.01% 2052
2024
Q3 		$2.73K Buy
23
+7
+44% +$834 ﹤0.01% 1925
2024
Q2 		$1.87K Sell
16
-715
-98% -$85.2K ﹤0.01% 1948
2024
Q1 		$94.2K Buy
+731
New +$90.1K ﹤0.01% 991
2023
Q4 		– Sell
-20
Closed -$2.15K – 1530
2023
Q3 		$2K Hold
20
– – ﹤0.01% 1385
2023
Q2 		$2.27K Hold
20
– – ﹤0.01% 1344
2023
Q1 		$2.51K Buy
+20
New +$2.94K ﹤0.01% 1370
2022
Q4 		– Sell
-6
Closed – – 1281
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1147
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1057
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1009
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1000
2021
Q3 		$1K Buy
6
+2
+50% +$398 ﹤0.01% 969
2021
Q2 		$0 Sell
4
-586
-99% -$105K ﹤0.01% 1023
2021
Q1 		$96K Buy
590
+586
+14,650% +$97.7K 0.01% 476
2020
Q4 		$0 Hold
4
– – ﹤0.01% 968
2020
Q3 		$0 Hold
4
– – ﹤0.01% 915
2020
Q2 		$0 Hold
4
– – ﹤0.01% 891
2020
Q1 		$0 Hold
4
– – ﹤0.01% 765
2019
Q4 		$0 Hold
4
– – ﹤0.01% 783
2019
Q3 		$0 Hold
4
– – ﹤0.01% 772
2019
Q2 		$1K Buy
+4
New +$578 ﹤0.01% 760
2018
Q4 		– Sell
-1,054
Closed -$133K – 699
2018
Q3 		$133K Buy
+1,054
New +$133K 0.03% 415

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avior Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 28 shares — an estimated $2.73K sold.

Avior Wealth Management first reported a position in ARE in Q3 2018 and held it in 22 quarters. The position peaked at $133K in Q3 2018. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • Avior Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 28 Alexandria Real Estate Equities shares in Q1 2025, an estimated $2.73K.
  • Avior Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2018 and held it in 22 quarters.
  • Avior Wealth Management's Alexandria Real Estate Equities position peaked at $133K in Q3 2018.
  • 670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.