HighPoint Advisor Group’s Alexandria Real Estate Equities ARE Stock Holding History

HighPoint Advisor Group’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	-2,182	Closed	-$207K	–	664
2024 Q4	$207K	Buy	2,182 +360	+20%	+$39.5K	0.01%	628
2024 Q3	$202K	Buy	+1,822	New	+$217K	0.01%	623
2016 Q1	–	Sell	-4,945	Closed	-$387K	–	226
2015 Q4	$387K	Sell	4,945 -3,100	-39%	-$280K	0.25%	115
2015 Q3	$681K	Sell	8,045 -5,343	-40%	-$480K	0.76%	53
2015 Q2	$1.17M	Buy	13,388 +451	+3%	+$41.8K	1.81%	20
2015 Q1	$1.28M	Buy	+12,937	New	+$1.25M	1.96%	19

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 $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

HighPoint Advisor Group's ARE Position: Q1 2025 in Review

HighPoint Advisor Group sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 2,182 shares — an estimated $207K sold.

HighPoint Advisor Group first reported a position in ARE in Q1 2015 and held it in 6 quarters. The position peaked at $1.28M in Q1 2015. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

HighPoint Advisor Group reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
HighPoint Advisor Group sold 2,182 Alexandria Real Estate Equities shares in Q1 2025, an estimated $207K.
HighPoint Advisor Group first reported a position in Alexandria Real Estate Equities in Q1 2015 and held it in 6 quarters.
HighPoint Advisor Group's Alexandria Real Estate Equities position peaked at $1.28M in Q1 2015.
670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on HighPoint Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.