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Coppell Advisory Solutions’s Alexandria Real Estate Equities ARE Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-31
Closed -$3.03K – 418
2024
Q4 		$3.03K Hold
31
– – ﹤0.01% 1454
2024
Q3 		$3.75K Hold
31
– – ﹤0.01% 1320
2024
Q2 		$3.63K Buy
+31
New +$3.69K ﹤0.01% 1271

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions's ARE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 31 shares — an estimated $3.03K sold.

Coppell Advisory Solutions first reported a position in ARE in Q2 2024 and held it in 3 quarters. The position peaked at $3.75K in Q3 2024. 668 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 31 Alexandria Real Estate Equities shares in Q1 2025, an estimated $3.03K.
  • Coppell Advisory Solutions first reported a position in Alexandria Real Estate Equities in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Alexandria Real Estate Equities position peaked at $3.75K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.