PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Alexandria Real Estate Equities ARE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026 Q1	–	Sell	-186	Closed	-$9.12K	–	515
2025 Q4	$9.12K	Sell	186 -4,015	-96%	-$236K	﹤0.01%	416
2025 Q3	$350K	Buy	4,201 +741	+21%	+$59.4K	0.11%	108
2025 Q2	$251K	Buy	3,460 +336	+11%	+$25K	0.08%	122
2025 Q1	$289K	Buy	3,124 +441	+16%	+$43.2K	0.11%	118
2024 Q4	$262K	Buy	2,683 +2,330	+660%	+$255K	0.1%	117
2024 Q3	$41.9K	Buy	353 +3	+0.9%	+$357	0.02%	237
2024 Q2	$41K	Buy	350 +4	+1%	+$477	0.02%	219
2024 Q1	$44.7K	Buy	346 +3	+0.9%	+$370	0.03%	207
2023 Q4	$43.5K	Buy	+343	New	+$36.9K	0.03%	189

Other funds holding ARE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ARE Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 186 shares — an estimated $9.12K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ARE in Q4 2023 and held it in 9 quarters. The position peaked at $350K in Q3 2025. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 186 Alexandria Real Estate Equities shares in Q1 2026, an estimated $9.12K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 9 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Alexandria Real Estate Equities position peaked at $350K in Q3 2025.
569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.