Envestnet Portfolio Solutions’s Alexandria Real Estate Equities ARE Stock Holding History

Envestnet Portfolio 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 Q4	–	Sell	-16,874	Closed	-$1.41M	–	1488
2025 Q3	$1.41M	Sell	16,874 -728	-4%	-$58.3K	0.01%	629
2025 Q2	$1.28M	Buy	17,602 +206	+1%	+$15.3K	﹤0.01%	706
2025 Q1	$1.61M	Sell	17,396 -4,184	-19%	-$410K	0.01%	652
2024 Q4	$2.11M	Buy	21,580 +5,722	+36%	+$627K	0.01%	648
2024 Q3	$1.88M	Buy	15,858 +10,913	+221%	+$1.3M	0.01%	681
2024 Q2	$578K	Buy	4,945 +318	+7%	+$37.9K	﹤0.01%	1076
2024 Q1	$596K	Sell	4,627 -89	-2%	-$11K	﹤0.01%	1041
2023 Q4	$598K	Sell	4,716 -229	-5%	-$24.6K	﹤0.01%	973
2023 Q3	$495K	Buy	+4,945	New	+$575K	﹤0.01%	988

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's ARE Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 16,874 shares — an estimated $1.41M sold.

Envestnet Portfolio Solutions first reported a position in ARE in Q3 2023 and held it in 9 quarters. The position peaked at $2.11M in Q4 2024. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 16,874 Alexandria Real Estate Equities shares in Q4 2025, an estimated $1.41M.
Envestnet Portfolio Solutions first reported a position in Alexandria Real Estate Equities in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Alexandria Real Estate Equities position peaked at $2.11M in Q4 2024.
600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.