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Dynasty Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Dynasty 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
2025
Q3 		– Sell
-5,929
Closed -$431K – 305
2025
Q2 		$431K Buy
5,929
+1,147
+24% +$85.2K 0.01% 194
2025
Q1 		$442K Buy
+4,782
New +$468K 0.01% 207
2024
Q4 		– Sell
-4,316
Closed -$512K – 249
2024
Q3 		$512K Buy
4,316
+889
+26% +$106K 0.02% 179
2024
Q2 		$401K Buy
3,427
+269
+9% +$32.1K 0.01% 200
2024
Q1 		$407K Buy
+3,158
New +$389K 0.01% 201

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynasty Wealth Management's ARE Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 5,929 shares — an estimated $431K sold.

Dynasty Wealth Management first reported a position in ARE in Q1 2024 and held it in 5 quarters. The position peaked at $512K in Q3 2024. 702 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,929 Alexandria Real Estate Equities shares in Q3 2025, an estimated $431K.
  • Dynasty Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's Alexandria Real Estate Equities position peaked at $512K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.