CCP
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Carmel Capital Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Carmel Capital Partners’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
-3,794
Closed -$351K – 156
2025
Q1 		$351K Sell
3,794
-1
-0% -$98 0.14% 112
2024
Q4 		$370K Buy
3,795
+589
+18% +$64.6K 0.15% 104
2024
Q3 		$381K Sell
3,206
-99
-3% -$11.8K 0.15% 111
2024
Q2 		$387K Buy
3,305
+223
+7% +$26.6K 0.16% 94
2024
Q1 		$397K Buy
3,082
+241
+8% +$29.7K 0.16% 88
2023
Q4 		$360K Buy
2,841
+628
+28% +$67.6K 0.18% 91
2023
Q3 		$222K Buy
2,213
+1,176
+113% +$137K 0.1% 141
2023
Q2 		$118K Buy
1,037
+197
+23% +$23.5K 0.06% 155
2023
Q1 		$105K Buy
+840
New +$123K 0.06% 184

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

Carmel Capital Partners's ARE Position: Q2 2025 in Review

Carmel Capital Partners sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 3,794 shares — an estimated $351K sold.

Carmel Capital Partners first reported a position in ARE in Q1 2023 and held it in 9 quarters. The position peaked at $397K in Q1 2024. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Carmel Capital Partners reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 3,794 Alexandria Real Estate Equities shares in Q2 2025, an estimated $351K.
  • Carmel Capital Partners first reported a position in Alexandria Real Estate Equities in Q1 2023 and held it in 9 quarters.
  • Carmel Capital Partners's Alexandria Real Estate Equities position peaked at $397K in Q1 2024.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Carmel Capital Partners's 13F filing for Q2 2025, filed 29 Jul 2025.