Copeland Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1
| Closed | -$104 | – | 294 |
|
|
2025
Q2 | $104 | Sell |
1
-2,040
| -100% | -$152K | ﹤0.01% | 285 |
|
|
2025
Q1 | $189K | Sell |
2,041
-7,015
| -77% | -$687K | ﹤0.01% | 146 |
|
|
2024
Q4 | $884K | Sell |
9,056
-885
| -9% | -$97K | 0.02% | 130 |
|
|
2024
Q3 | $1.18M | Sell |
9,941
-282
| -3% | -$33.6K | 0.02% | 128 |
|
|
2024
Q2 | $1.2M | Sell |
10,223
-346
| -3% | -$41.2K | 0.02% | 125 |
|
|
2024
Q1 | $1.36M | Buy |
10,569
+919
| +10% | +$113K | 0.02% | 123 |
|
|
2023
Q4 | $1.22M | Buy |
9,650
+4,928
| +104% | +$530K | 0.02% | 118 |
|
|
2023
Q3 | $473K | Sell |
4,722
-5,333
| -53% | -$620K | 0.01% | 129 |
|
|
2023
Q2 | $1.14M | Buy |
10,055
+2,529
| +34% | +$301K | 0.02% | 121 |
|
|
2023
Q1 | $945K | Sell |
7,526
-197
| -3% | -$28.9K | 0.02% | 121 |
|
|
2022
Q4 | $1.13M | Sell |
7,723
-267
| -3% | -$38.6K | 0.03% | 123 |
|
|
2022
Q3 | $1.12M | Buy |
7,990
+6,297
| +372% | +$966K | 0.04% | 120 |
|
|
2022
Q2 | $246K | Buy |
1,693
+381
| +29% | +$64.7K | 0.01% | 137 |
|
|
2022
Q1 | $264K | Buy |
1,312
+7
| +0.5% | +$1.37K | 0.01% | 135 |
|
|
2021
Q4 | $291K | Buy |
1,305
+3
| +0.2% | +$621 | 0.01% | 133 |
|
|
2021
Q3 | $249K | Sell |
1,302
-50,983
| -98% | -$10.2M | 0.01% | 135 |
|
|
2021
Q2 | $9.51M | Sell |
52,285
-55,457
| -51% | -$9.93M | 0.29% | 85 |
|
|
2021
Q1 | $17.7M | Buy |
107,742
+27,055
| +34% | +$4.51M | 0.55% | 69 |
|
|
2020
Q4 | $14.4M | Sell |
80,687
-6,336
| -7% | -$1.05M | 0.57% | 62 |
|
|
2020
Q3 | $13.9M | Sell |
87,023
-3,577
| -4% | -$597K | 0.62% | 62 |
|
|
2020
Q2 | $14.7M | Sell |
90,600
-927
| -1% | -$142K | 0.76% | 55 |
|
|
2020
Q1 | $12.5M | Buy |
91,527
+7,175
| +9% | +$1.12M | 0.76% | 57 |
|
|
2019
Q4 | $13.6M | Buy |
84,352
+16,681
| +25% | +$2.63M | 0.6% | 61 |
|
|
2019
Q3 | $10.4M | Buy |
67,671
+1,465
| +2% | +$216K | 0.54% | 60 |
|
|
2019
Q2 | $9.34M | Buy |
66,206
+12,577
| +23% | +$1.82M | 0.52% | 66 |
|
|
2019
Q1 | $7.64M | Buy |
53,629
+7,189
| +15% | +$947K | 0.49% | 64 |
|
|
2018
Q4 | $5.35M | Sell |
46,440
-29,618
| -39% | -$3.61M | 0.38% | 91 |
|
|
2018
Q3 | $9.57M | Buy |
76,058
+9,120
| +14% | +$1.15M | 0.58% | 82 |
|
|
2018
Q2 | $8.45M | Buy |
66,938
+7,469
| +13% | +$933K | 0.49% | 85 |
|
|
2018
Q1 | $7.43M | Sell |
59,469
-554
| -0.9% | -$68.7K | 0.48% | 85 |
|
|
2017
Q4 | $7.84M | Buy |
60,023
+1,357
| +2% | +$171K | 0.5% | 84 |
|
|
2017
Q3 | $6.98M | Buy |
+58,666
| New | +$7.05M | 0.47% | 81 |
|
Other funds holding ARE
AAMU
Copeland Capital Management's ARE Position: Q3 2025 in Review
Copeland Capital Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 1 share — an estimated $104 sold.
Copeland Capital Management first reported a position in ARE in Q3 2017 and held it in 32 quarters. The position peaked at $17.7M in Q1 2021. 703 funds tracked by Wall St. Rank hold ARE as of Q3 2025.
- Copeland Capital Management reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
- Copeland Capital Management sold 1 Alexandria Real Estate Equities share in Q3 2025, an estimated $104.
- Copeland Capital Management first reported a position in Alexandria Real Estate Equities in Q3 2017 and held it in 32 quarters.
- Copeland Capital Management's Alexandria Real Estate Equities position peaked at $17.7M in Q1 2021.
- 703 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.
Based on Copeland Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.