Gitterman Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Gitterman Wealth 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	-994	Closed	-$72.2K	–	142
2025 Q2	$72.2K	Buy	+994	New	+$73.8K	0.02%	267
2022 Q2	–	Sell	-1,107	Closed	-$224K	–	74
2022 Q1	$224K	Sell	1,107 -169	-13%	-$33K	0.18%	78
2021 Q4	$284K	Buy	1,276 +45	+4%	+$9.31K	0.21%	62
2021 Q3	$235K	Sell	1,231 -81	-6%	-$16.1K	0.19%	59
2021 Q2	$239K	Sell	1,312 -148	-10%	-$26.5K	0.19%	51
2021 Q1	$240K	Buy	+1,460	New	+$243K	0.15%	52

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

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

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

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

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

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

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

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

Gitterman Wealth Management's ARE Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 994 shares — an estimated $72.2K sold.

Gitterman Wealth Management first reported a position in ARE in Q1 2021 and held it in 6 quarters. The position peaked at $284K in Q4 2021. 702 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

Gitterman Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
Gitterman Wealth Management sold 994 Alexandria Real Estate Equities shares in Q3 2025, an estimated $72.2K.
Gitterman Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2021 and held it in 6 quarters.
Gitterman Wealth Management's Alexandria Real Estate Equities position peaked at $284K in Q4 2021.
702 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.