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

Hohimer 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 Q2	–	Sell	-22,670	Closed	-$2.1M	–	269
2025 Q1	$2.1M	Buy	22,670 +1,034	+5%	+$101K	0.41%	80
2024 Q4	$2.11M	Sell	21,636 -3,150	-13%	-$345K	0.4%	79
2024 Q3	$2.94M	Sell	24,786 -163	-0.7%	-$19.4K	0.63%	67
2024 Q2	$2.92M	Buy	24,949 +3,211	+15%	+$383K	0.68%	62
2024 Q1	$2.8M	Buy	21,738 +434	+2%	+$53.5K	0.66%	57
2023 Q4	$2.7M	Buy	+21,304	New	+$2.29M	0.68%	48

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hohimer Wealth Management's ARE Position: Q2 2025 in Review

Hohimer Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 22,670 shares — an estimated $2.1M sold.

Hohimer Wealth Management first reported a position in ARE in Q4 2023 and held it in 6 quarters. The position peaked at $2.94M in Q3 2024. 665 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

Hohimer Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
Hohimer Wealth Management sold 22,670 Alexandria Real Estate Equities shares in Q2 2025, an estimated $2.1M.
Hohimer Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 6 quarters.
Hohimer Wealth Management's Alexandria Real Estate Equities position peaked at $2.94M in Q3 2024.
665 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Hohimer Wealth Management's 13F filing for Q2 2025, filed 19 Aug 2025.