HWA
ARE icon

HHM Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

HHM Wealth Advisors’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
Q1 		– Sell
-245
Closed -$23.9K – 933
2024
Q4 		$23.9K Buy
245
+145
+145% +$15.9K ﹤0.01% 473
2024
Q3 		$11.9K Buy
100
+40
+67% +$4.76K ﹤0.01% 536
2024
Q2 		$7.02K Sell
60
-134
-69% -$16K ﹤0.01% 598
2024
Q1 		$25K Hold
194
– – ﹤0.01% 386
2023
Q4 		$24.6K Buy
194
+150
+341% +$16.1K ﹤0.01% 387
2023
Q3 		$4.41K Sell
44
-69
-61% -$8.02K ﹤0.01% 647
2023
Q2 		$12.8K Hold
113
– – ﹤0.01% 483
2023
Q1 		$14.2K Buy
113
+43
+61% +$6.32K ﹤0.01% 461
2022
Q4 		$10.2K Buy
70
+8
+13% +$1.16K ﹤0.01% 446
2022
Q3 		$9K Hold
62
– – ﹤0.01% 448
2022
Q2 		$9K Hold
62
– – ﹤0.01% 551
2022
Q1 		$12K Buy
+62
New +$12.1K ﹤0.01% 516

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHM Wealth Advisors's ARE Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 245 shares — an estimated $23.9K sold.

HHM Wealth Advisors first reported a position in ARE in Q1 2022 and held it in 12 quarters. The position peaked at $25K in Q1 2024. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 245 Alexandria Real Estate Equities shares in Q1 2025, an estimated $23.9K.
  • HHM Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 12 quarters.
  • HHM Wealth Advisors's Alexandria Real Estate Equities position peaked at $25K in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.