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Bank of Stockton’s Alexandria Real Estate Equities ARE Stock Holding History

Bank of Stockton’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
-3,243
Closed -$300K – 142
2025
Q1 		$300K Sell
3,243
-1,400
-30% -$137K 0.1% 120
2024
Q4 		$453K Sell
4,643
-148
-3% -$16.2K 0.14% 94
2024
Q3 		$569K Sell
4,791
-360
-7% -$42.9K 0.17% 81
2024
Q2 		$603K Buy
5,151
+1,218
+31% +$145K 0.19% 77
2024
Q1 		$507K Buy
3,933
+265
+7% +$32.7K 0.16% 86
2023
Q4 		$452K Buy
+3,668
New +$395K 0.15% 87

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

Bank of Stockton's ARE Position: Q2 2025 in Review

Bank of Stockton sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 3,243 shares — an estimated $300K sold.

Bank of Stockton first reported a position in ARE in Q4 2023 and held it in 6 quarters. The position peaked at $603K in Q2 2024. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Bank of Stockton reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Bank of Stockton sold 3,243 Alexandria Real Estate Equities shares in Q2 2025, an estimated $300K.
  • Bank of Stockton first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 6 quarters.
  • Bank of Stockton's Alexandria Real Estate Equities position peaked at $603K in Q2 2024.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Bank of Stockton's 13F filing for Q2 2025, filed 15 Jul 2025.