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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 704 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.
704 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.