AWM
ARE icon

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

Axxcess 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
Q2 		– Sell
-6,751
Closed -$625K – 882
2025
Q1 		$625K Buy
+6,751
New +$661K 0.02% 496

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Axxcess Wealth Management's ARE Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 6,751 shares — an estimated $625K sold.

Axxcess Wealth Management first reported a position in ARE in Q1 2025 and held it in 1 quarter. The position peaked at $625K in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,751 Alexandria Real Estate Equities shares in Q2 2025, an estimated $625K.
  • Axxcess Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Alexandria Real Estate Equities position peaked at $625K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.