Carolinas Wealth Consulting’s Alexandria Real Estate Equities ARE Stock Holding History

Carolinas Wealth Consulting’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	-33	Closed	-$3.05K	–	58
2025 Q1	$3.05K	Buy	33 +23	+230%	+$2.25K	﹤0.01%	697
2024 Q4	$989	Hold	10	–	–	﹤0.01%	953
2024 Q3	$1.2K	Hold	10	–	–	﹤0.01%	893
2024 Q2	$1.17K	Sell	10 -3	-23%	-$358	﹤0.01%	884
2024 Q1	$1.69K	Buy	13 +3	+30%	+$370	﹤0.01%	814
2023 Q4	$1.28K	Hold	10	–	–	﹤0.01%	801
2023 Q3	$931	Buy	10 +5	+100%	+$581	﹤0.01%	840
2023 Q2	$574	Buy	+5	New	+$595	﹤0.01%	981
2023 Q1	–	Sell	-8	Closed	-$1.18K	–	1067
2022 Q4	$1.18K	Buy	8 +4	+100%	+$578	﹤0.01%	878
2022 Q3	$1K	Buy	+4	New	+$614	﹤0.01%	793
2021 Q1	–	Sell	-3	Closed	-$1K	–	944
2020 Q4	$1K	Sell	3 -13	-81%	-$2.15K	﹤0.01%	774
2020 Q3	$3K	Buy	16 +15	+1,500%	+$2.5K	﹤0.01%	622
2020 Q2	$0	Buy	+1	New	+$153	﹤0.01%	656

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carolinas Wealth Consulting's ARE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 33 shares — an estimated $3.05K sold.

Carolinas Wealth Consulting first reported a position in ARE in Q2 2020 and held it in 13 quarters. The position peaked at $3.05K in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 33 Alexandria Real Estate Equities shares in Q2 2025, an estimated $3.05K.
Carolinas Wealth Consulting first reported a position in Alexandria Real Estate Equities in Q2 2020 and held it in 13 quarters.
Carolinas Wealth Consulting's Alexandria Real Estate Equities position peaked at $3.05K in Q1 2025.
664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.