Edgemoor Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Edgemoor Investment Advisors’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 Q4	–	Sell	-42,555	Closed	-$3.55M	–	176
2025 Q3	$3.55M	Sell	42,555 -9,853	-19%	-$789K	0.27%	56
2025 Q2	$3.81M	Sell	52,408 -6,280	-11%	-$467K	0.33%	55
2025 Q1	$5.43M	Buy	58,688 +760	+1%	+$74.4K	0.5%	47
2024 Q4	$5.65M	Sell	57,928 -5,767	-9%	-$632K	0.5%	45
2024 Q3	$7.56M	Buy	63,695 +2,526	+4%	+$301K	0.66%	39
2024 Q2	$7.15M	Buy	+61,169	New	+$7.29M	0.67%	38

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edgemoor Investment Advisors's ARE Position: Q4 2025 in Review

Edgemoor Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 42,555 shares — an estimated $3.55M sold.

Edgemoor Investment Advisors first reported a position in ARE in Q2 2024 and held it in 6 quarters. The position peaked at $7.56M in Q3 2024. 599 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

Edgemoor Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
Edgemoor Investment Advisors sold 42,555 Alexandria Real Estate Equities shares in Q4 2025, an estimated $3.55M.
Edgemoor Investment Advisors first reported a position in Alexandria Real Estate Equities in Q2 2024 and held it in 6 quarters.
Edgemoor Investment Advisors's Alexandria Real Estate Equities position peaked at $7.56M in Q3 2024.
599 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.