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
2026
Q1 		– Sell
-25,000
Closed -$1.22M – 1574
2025
Q4 		$1.22M Buy
+25,000
New +$1.47M ﹤0.01% 793
2025
Q1 		– Sell
-700
Closed -$68.3K – 1360
2024
Q4 		$68.3K Hold
700
– – ﹤0.01% 1738
2024
Q3 		$83.1K Sell
700
-100
-13% -$11.9K ﹤0.01% 1736
2024
Q2 		$93.6K Sell
800
-100
-11% -$11.9K ﹤0.01% 1898
2024
Q1 		$116K Hold
900
– – ﹤0.01% 2115
2023
Q4 		$114K Buy
900
+400
+80% +$43.1K ﹤0.01% 1922
2023
Q3 		$50K Buy
500
+200
+67% +$23.2K ﹤0.01% 2018
2023
Q2 		$34K Buy
+300
New +$35.7K ﹤0.01% 1791
2023
Q1 		– Sell
-100
Closed -$14.6K – 1553
2022
Q4 		$14.6K Buy
+100
New +$14.5K ﹤0.01% 1477
2022
Q2 		– Sell
-900
Closed -$181K – 1815
2022
Q1 		$181K Sell
900
-1,400
-61% -$273K ﹤0.01% 1781
2021
Q4 		$513K Sell
2,300
-8,100
-78% -$1.68M ﹤0.01% 1441
2021
Q3 		$1.99M Buy
10,400
+9,800
+1,633% +$1.95M ﹤0.01% 1197
2021
Q2 		$109K Sell
600
-1,700
-74% -$304K ﹤0.01% 1554
2021
Q1 		$378K Sell
2,300
-2,400
-51% -$400K ﹤0.01% 1332
2020
Q4 		$838K Buy
4,700
+1,300
+38% +$215K ﹤0.01% 1127
2020
Q3 		$544K Buy
3,400
+1,700
+100% +$284K ﹤0.01% 1154
2020
Q2 		$276K Buy
+1,700
New +$260K ﹤0.01% 1180
2020
Q1 		– Sell
-500
Closed -$81K – 1131
2019
Q4 		$81K Sell
500
-1,400
-74% -$221K ﹤0.01% 1316
2019
Q3 		$293K Buy
+1,900
New +$281K ﹤0.01% 1182

Other funds holding ARE

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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
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. 669 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.
  • 669 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.