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Caldwell Sutter Capital’s Alexandria Real Estate Equities ARE Stock Holding History

Caldwell Sutter Capital’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
2026
Q1 		$928 Hold
20
– – ﹤0.01% 817
2025
Q4 		$979 Hold
20
– – ﹤0.01% 812
2025
Q3 		$1.67K Hold
20
– – ﹤0.01% 757
2025
Q2 		$1.45K Hold
20
– – ﹤0.01% 751
2025
Q1 		$1.85K Hold
20
– – ﹤0.01% 739
2024
Q4 		$1.95K Hold
20
– – ﹤0.01% 749
2024
Q3 		$2.38K Hold
20
– – ﹤0.01% 737
2024
Q2 		$2.34K Hold
20
– – ﹤0.01% 744
2024
Q1 		$2.58K Hold
20
– – ﹤0.01% 722
2023
Q4 		$2.54K Hold
20
– – ﹤0.01% 729
2023
Q3 		$2K Hold
20
– – ﹤0.01% 736
2023
Q2 		$2.27K Buy
+20
New +$2.38K ﹤0.01% 728

Other funds holding ARE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return