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Freedom Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Freedom Investment 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
-7,722
Closed -$561K – 183
2025
Q2 		$561K Buy
7,722
+795
+11% +$59.1K 0.04% 408
2025
Q1 		$641K Buy
6,927
+1,091
+19% +$107K 0.05% 355
2024
Q4 		$569K Buy
5,836
+1,088
+23% +$119K 0.05% 388
2024
Q3 		$564K Sell
4,748
-623
-12% -$74.2K 0.04% 400
2024
Q2 		$628K Buy
5,371
+362
+7% +$43.1K 0.05% 358
2024
Q1 		$646K Sell
5,009
-1,570
-24% -$193K 0.05% 371
2023
Q4 		$834K Buy
6,579
+211
+3% +$22.7K 0.07% 299
2023
Q3 		$637K Sell
6,368
-206
-3% -$23.9K 0.08% 314
2023
Q2 		$746K Buy
6,574
+26
+0.4% +$3.1K 0.08% 303
2023
Q1 		$822K Sell
6,548
-6,562
-50% -$964K 0.09% 283
2022
Q4 		$1.91M Sell
13,110
-991
-7% -$143K 0.21% 118
2022
Q3 		$1.98M Buy
14,101
+657
+5% +$101K 0.23% 104
2022
Q2 		$1.95M Buy
13,444
+1,317
+11% +$223K 0.21% 120
2022
Q1 		$2.44M Buy
12,127
+2,179
+22% +$425K 0.22% 106
2021
Q4 		$2.22M Buy
9,948
+302
+3% +$62.5K 0.16% 161
2021
Q3 		$1.84M Buy
9,646
+451
+5% +$89.8K 0.14% 191
2021
Q2 		$1.67M Buy
9,195
+1,028
+13% +$184K 0.12% 197
2021
Q1 		$1.34M Buy
8,167
+365
+5% +$60.8K 0.1% 232
2020
Q4 		$1.39M Buy
7,802
+2,526
+48% +$417K 0.15% 144
2020
Q3 		$844K Buy
5,276
+1,300
+33% +$217K 0.09% 193
2020
Q2 		$645K Buy
3,976
+1,236
+45% +$189K 0.07% 215
2020
Q1 		$459K Buy
+2,740
New +$429K 0.04% 363
2016
Q3 		– Sell
-2,779
Closed -$288K – 892
2016
Q2 		$288K Buy
+2,779
New +$265K 0.02% 599

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Freedom Investment Management's ARE Position: Q3 2025 in Review

Freedom Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 7,722 shares — an estimated $561K sold.

Freedom Investment Management first reported a position in ARE in Q2 2016 and held it in 23 quarters. The position peaked at $2.44M in Q1 2022. 704 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • Freedom Investment Management reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 7,722 Alexandria Real Estate Equities shares in Q3 2025, an estimated $561K.
  • Freedom Investment Management first reported a position in Alexandria Real Estate Equities in Q2 2016 and held it in 23 quarters.
  • Freedom Investment Management's Alexandria Real Estate Equities position peaked at $2.44M in Q1 2022.
  • 704 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.