J.W. Coons Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

J.W. Coons 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 Q2	$432K	Hold	5,945	–	–	0.1%	169
2025 Q1	$550K	Hold	5,945	–	–	0.15%	134
2024 Q4	$580K	Hold	5,945	–	–	0.15%	134
2024 Q3	$706K	Hold	5,945	–	–	0.18%	123
2024 Q2	$695K	Sell	5,945 -1,000	-14%	-$119K	0.17%	117
2024 Q1	$895K	Hold	6,945	–	–	0.2%	99
2023 Q4	$880K	Hold	6,945	–	–	0.24%	100
2023 Q3	$695K	Hold	6,945	–	–	0.2%	113
2023 Q2	$788K	Hold	6,945	–	–	0.22%	103
2023 Q1	$872K	Hold	6,945	–	–	0.25%	92
2022 Q4	$1.01M	Buy	6,945 +1,000	+17%	+$145K	0.3%	81
2022 Q3	$833K	Hold	5,945	–	–	0.32%	85
2022 Q2	$864K	Hold	5,945	–	–	0.31%	85
2022 Q1	$1.2M	Buy	5,945 +1,000	+20%	+$195K	0.36%	71
2021 Q4	$1.1M	Hold	4,945	–	–	0.33%	77
2021 Q3	$945K	Hold	4,945	–	–	0.32%	79
2021 Q2	$900K	Hold	4,945	–	–	0.32%	84
2021 Q1	$811K	Hold	4,945	–	–	0.29%	93
2020 Q4	$880K	Hold	4,945	–	–	0.34%	85
2020 Q3	$791K	Hold	4,945	–	–	0.33%	83
2020 Q2	$802K	Hold	4,945	–	–	0.36%	78
2020 Q1	$678K	Buy	+4,945	New	+$774K	0.36%	80

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 $1T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

J.W. Coons Advisors's ARE Position: Q2 2025 in Review

J.W. Coons Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q2 2025 at 5,945 shares worth $432K. The position accounts for 0.1% of the portfolio, ranked #169.

J.W. Coons Advisors first reported a position in ARE in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q1 2022. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

J.W. Coons Advisors held 5,945 shares of Alexandria Real Estate Equities worth $432K as of Q2 2025.
J.W. Coons Advisors left its Alexandria Real Estate Equities share count unchanged in Q2 2025.
Alexandria Real Estate Equities made up 0.1% of J.W. Coons Advisors's portfolio in Q2 2025, its #169 holding.
J.W. Coons Advisors first reported a position in Alexandria Real Estate Equities in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Alexandria Real Estate Equities position peaked at $1.2M in Q1 2022.
664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.