Capstone Investment Advisors
ARE icon

Capstone Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Capstone Investment Advisors’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
-4,333
Closed -$423K – 1361
2024
Q4 		$423K Buy
4,333
+1,655
+62% +$181K ﹤0.01% 1366
2024
Q3 		$318K Sell
2,678
-434
-14% -$51.7K ﹤0.01% 1394
2024
Q2 		$364K Buy
3,112
+473
+18% +$56.4K ﹤0.01% 1484
2024
Q1 		$340K Buy
2,639
+1,464
+125% +$180K ﹤0.01% 1765
2023
Q4 		$149K Sell
1,175
-288
-20% -$31K ﹤0.01% 1862
2023
Q3 		$146K Buy
1,463
+914
+166% +$106K ﹤0.01% 1885
2023
Q2 		$62.3K Buy
+549
New +$65.4K ﹤0.01% 1748
2023
Q1 		– Sell
-318
Closed -$46.3K – 1554
2022
Q4 		$46.3K Buy
+318
New +$46K ﹤0.01% 1454
2022
Q3 		– Sell
-32,395
Closed -$4.7M – 1651
2022
Q2 		$4.7M Buy
+32,395
New +$5.5M 0.02% 429
2022
Q1 		– Sell
-221
Closed -$43.1K – 2053
2021
Q4 		$49K Sell
221
-7,517
-97% -$1.56M ﹤0.01% 1720
2021
Q3 		$1.48M Buy
+7,738
New +$1.54M ﹤0.01% 1295
2019
Q3 		– Sell
-331
Closed -$48.9K – 1346
2019
Q2 		$47K Buy
+331
New +$47.8K ﹤0.01% 1336

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.61T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's ARE Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 4,333 shares — an estimated $423K sold.

Capstone Investment Advisors first reported a position in ARE in Q2 2019 and held it in 12 quarters. The position peaked at $4.7M in Q2 2022. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,333 Alexandria Real Estate Equities shares in Q1 2025, an estimated $423K.
  • Capstone Investment Advisors first reported a position in Alexandria Real Estate Equities in Q2 2019 and held it in 12 quarters.
  • Capstone Investment Advisors's Alexandria Real Estate Equities position peaked at $4.7M in Q2 2022.
  • 670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.