Evoke Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Evoke Wealth’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	-4,567	Closed	-$387K	–	687
2025 Q3	$387K	Buy	4,567 +253	+6%	+$20.3K	0.01%	436
2025 Q2	$319K	Buy	+4,314	New	+$320K	0.01%	443
2022 Q4	–	Sell	-89	Closed	-$13K	–	404
2022 Q3	$13K	Buy	89 +42	+89%	+$6.45K	﹤0.01%	701
2022 Q2	$7K	Buy	47 +25	+114%	+$4.24K	﹤0.01%	819
2022 Q1	$4K	Buy	22 +13	+144%	+$2.54K	﹤0.01%	935
2021 Q4	$2K	Buy	9 +2	+29%	+$414	﹤0.01%	1020
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	1058
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	1097
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	1087
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	938
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	904
2020 Q2	$1K	Sell	7 -7	-50%	-$1.07K	﹤0.01%	943
2020 Q1	$1.94K	Sell	14 -635	-98%	-$99.4K	﹤0.01%	804
2019 Q4	$106K	Hold	649	–	–	0.01%	317
2019 Q3	$101K	Buy	+649	New	+$95.9K	0.01%	361

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's ARE Position: Q4 2025 in Review

Evoke Wealth sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 4,567 shares — an estimated $387K sold.

Evoke Wealth first reported a position in ARE in Q3 2019 and held it in 15 quarters. The position peaked at $387K in Q3 2025. 596 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

Evoke Wealth reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 4,567 Alexandria Real Estate Equities shares in Q4 2025, an estimated $387K.
Evoke Wealth first reported a position in Alexandria Real Estate Equities in Q3 2019 and held it in 15 quarters.
Evoke Wealth's Alexandria Real Estate Equities position peaked at $387K in Q3 2025.
596 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.