IWM
ARE icon

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

IHT 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
2024
Q4 		– Sell
-3,049
Closed -$360K – 1085
2024
Q3 		$360K Buy
+3,049
New +$363K 0.01% 838
2018
Q2 		– Sell
-29
Closed -$4K – 468
2018
Q1 		$4K Hold
29
– – ﹤0.01% 1371
2017
Q4 		$4K Hold
29
– – ﹤0.01% 1368
2017
Q3 		$4K Hold
29
– – ﹤0.01% 1111
2017
Q2 		$75K Hold
29
– – 0.04% 403
2017
Q1 		$3K Hold
29
– – ﹤0.01% 1017
2016
Q4 		$3K Buy
+29
New +$3.11K ﹤0.01% 970

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IHT Wealth Management's ARE Position: Q4 2024 in Review

IHT Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 3,049 shares — an estimated $360K sold.

IHT Wealth Management first reported a position in ARE in Q4 2016 and held it in 7 quarters. The position peaked at $360K in Q3 2024. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • IHT Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 3,049 Alexandria Real Estate Equities shares in Q4 2024, an estimated $360K.
  • IHT Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's Alexandria Real Estate Equities position peaked at $360K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.