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BOK Financial Private Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

BOK Financial Private Wealth’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
-7
Closed -$693 – 483
2024
Q4 		$693 Buy
+7
New +$767 ﹤0.01% 551
2023
Q2 		– Sell
-11
Closed -$1.4K – 365
2023
Q1 		$1.4K Buy
+11
New +$1.62K ﹤0.01% 447

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

BOK Financial Private Wealth's ARE Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 7 shares — an estimated $693 sold.

BOK Financial Private Wealth first reported a position in ARE in Q1 2023 and held it in 2 quarters. The position peaked at $1.4K in Q1 2023. 668 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 7 Alexandria Real Estate Equities shares in Q1 2025, an estimated $693.
  • BOK Financial Private Wealth first reported a position in Alexandria Real Estate Equities in Q1 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Alexandria Real Estate Equities position peaked at $1.4K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.