HWM
ARE icon

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

HB 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
2026
Q1 		$440K Buy
9,471
+4,629
+96% +$244K ﹤0.01% 1037
2025
Q4 		$237K Sell
4,842
-1,300
-21% -$76.5K ﹤0.01% 1260
2025
Q3 		$512K Buy
+6,142
New +$492K ﹤0.01% 846
2025
Q2 		– Sell
-3,885
Closed -$359K – 1171
2025
Q1 		$359K Buy
3,885
+853
+28% +$83.5K ﹤0.01% 889
2024
Q4 		$296K Sell
3,032
-174
-5% -$19.1K ﹤0.01% 820
2024
Q3 		$381K Buy
3,206
+621
+24% +$74K ﹤0.01% 676
2024
Q2 		$302K Buy
2,585
+982
+61% +$117K ﹤0.01% 707
2024
Q1 		$207K Buy
+1,603
New +$198K ﹤0.01% 791

Other funds holding ARE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return