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GeoWealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

GeoWealth 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
-1,106
Closed -$80.3K – 789
2025
Q2 		$80.3K Sell
1,106
-1,377
-55% -$102K ﹤0.01% 858
2025
Q1 		$230K Buy
2,483
+551
+29% +$54K 0.01% 619
2024
Q4 		$188K Buy
1,932
+250
+15% +$27.4K 0.01% 786
2024
Q3 		$200K Sell
1,682
-61
-3% -$7.27K 0.01% 720
2024
Q2 		$204K Sell
1,743
-257
-13% -$30.6K 0.01% 679
2024
Q1 		$258K Buy
+2,000
New +$246K 0.01% 612

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 $3.38T AUM 44.17% 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

GeoWealth Management's ARE Position: Q3 2025 in Review

GeoWealth Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 1,106 shares — an estimated $80.3K sold.

GeoWealth Management first reported a position in ARE in Q1 2024 and held it in 6 quarters. The position peaked at $258K in Q1 2024. 704 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • GeoWealth Management reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,106 Alexandria Real Estate Equities shares in Q3 2025, an estimated $80.3K.
  • GeoWealth Management first reported a position in Alexandria Real Estate Equities in Q1 2024 and held it in 6 quarters.
  • GeoWealth Management's Alexandria Real Estate Equities position peaked at $258K in Q1 2024.
  • 704 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.