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

IBEX 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
Q4 		– Sell
-78,003
Closed -$6.5M – 130
2025
Q3 		$6.5M Buy
+78,003
New +$6.25M 0.62% 50

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 $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IBEX Wealth Advisors's ARE Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 78,003 shares — an estimated $6.5M sold.

IBEX Wealth Advisors first reported a position in ARE in Q3 2025 and held it in 1 quarter. The position peaked at $6.5M in Q3 2025. 599 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 78,003 Alexandria Real Estate Equities shares in Q4 2025, an estimated $6.5M.
  • IBEX Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q3 2025 and held it in 1 quarter.
  • IBEX Wealth Advisors's Alexandria Real Estate Equities position peaked at $6.5M in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.