Gillson Capital’s Alexandria Real Estate Equities ARE Stock Holding History

Gillson Capital’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 Q2	–	Sell	-136,600	Closed	-$12.6M	–	77
2025 Q1	$12.6M	Buy	+136,600	New	+$13.4M	1.08%	39
2024 Q1	–	Sell	-19,749	Closed	-$2.5M	–	56
2023 Q4	$2.5M	Buy	+19,749	New	+$2.13M	0.26%	55
2022 Q2	–	Sell	-11,424	Closed	-$2.3M	–	207
2022 Q1	$2.3M	Buy	+11,424	New	+$2.23M	0.18%	98
2020 Q2	–	Sell	-25,348	Closed	-$3.47M	–	66
2020 Q1	$3.47M	Buy	25,348 +2,560	+11%	+$401K	0.59%	48
2019 Q4	$3.68M	Sell	22,788 -13,528	-37%	-$2.13M	0.32%	66
2019 Q3	$5.59M	Buy	36,316 +28,155	+345%	+$4.16M	0.51%	55
2019 Q2	$1.15M	Buy	+8,161	New	+$1.18M	0.11%	77

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 $3.37T 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gillson Capital's ARE Position: Q2 2025 in Review

Gillson Capital sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 136,600 shares — an estimated $12.6M sold.

Gillson Capital first reported a position in ARE in Q2 2019 and held it in 7 quarters. The position peaked at $12.6M in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

Gillson Capital reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
Gillson Capital sold 136,600 Alexandria Real Estate Equities shares in Q2 2025, an estimated $12.6M.
Gillson Capital first reported a position in Alexandria Real Estate Equities in Q2 2019 and held it in 7 quarters.
Gillson Capital's Alexandria Real Estate Equities position peaked at $12.6M in Q1 2025.
664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Gillson Capital's 13F filing for Q2 2025, filed 14 Aug 2025.