CSWM
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Cassady Schiller Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.56K Buy
+16
New +$1.75K ﹤0.01% 654
2022
Q1 		– Sell
-4
Closed -$1K – 144
2021
Q4 		$1K Buy
+4
New +$828 ﹤0.01% 427

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's ARE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q4 2024: 16 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in ARE as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in ARE in Q4 2021 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Cassady Schiller Wealth Management held 16 shares of Alexandria Real Estate Equities worth $1.56K as of Q4 2024.
  • Alexandria Real Estate Equities was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Alexandria Real Estate Equities made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #654 holding.
  • Cassady Schiller Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2021 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.