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Impact Partnership Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-10,528
Closed -$765K – 313
2025
Q2 		$765K Buy
+10,528
New +$782K 0.14% 71
2024
Q2 		– Sell
-12
Closed -$1.55K – 241
2024
Q1 		$1.55K Sell
12
-60
-83% -$7.39K ﹤0.01% 596
2023
Q4 		$9.13K Sell
72
-3,191
-98% -$343K ﹤0.01% 510
2023
Q3 		$327K Buy
+3,263
New +$379K 0.1% 116

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Impact Partnership Wealth's ARE Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 10,528 shares — an estimated $765K sold.

Impact Partnership Wealth first reported a position in ARE in Q3 2023 and held it in 4 quarters. The position peaked at $765K in Q2 2025. 704 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 10,528 Alexandria Real Estate Equities shares in Q3 2025, an estimated $765K.
  • Impact Partnership Wealth first reported a position in Alexandria Real Estate Equities in Q3 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Alexandria Real Estate Equities position peaked at $765K in Q2 2025.
  • 704 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.