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

Bernard 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
-7
Closed -$648 – 315
2025
Q1 		$648 Buy
+7
New +$686 ﹤0.01% 361

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bernard Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 7 shares — an estimated $648 sold.

Bernard Wealth Management first reported a position in ARE in Q1 2025 and held it in 1 quarter. The position peaked at $648 in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Bernard Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 7 Alexandria Real Estate Equities shares in Q2 2025, an estimated $648.
  • Bernard Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Alexandria Real Estate Equities position peaked at $648 in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.