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Clark Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Clark Wealth 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
Q3 		– Sell
-8
Closed -$581 – 570
2025
Q2 		$581 Buy
8
+2
+33% +$149 ﹤0.01% 467
2025
Q1 		$555 Sell
6
-2
-25% -$196 ﹤0.01% 485
2024
Q4 		$780 Buy
+8
New +$877 ﹤0.01% 465

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clark Wealth Partners's ARE Position: Q3 2025 in Review

Clark Wealth Partners sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 8 shares — an estimated $581 sold.

Clark Wealth Partners first reported a position in ARE in Q4 2024 and held it in 3 quarters. The position peaked at $780 in Q4 2024. 704 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • Clark Wealth Partners reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 8 Alexandria Real Estate Equities shares in Q3 2025, an estimated $581.
  • Clark Wealth Partners first reported a position in Alexandria Real Estate Equities in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's Alexandria Real Estate Equities position peaked at $780 in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.