JWA
ARE icon

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

JFS 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
Q2 		– Sell
-5
Closed -$463 – 1870
2025
Q1 		$463 Buy
+5
New +$490 ﹤0.01% 1777

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JFS Wealth Advisors's ARE Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 5 shares — an estimated $463 sold.

JFS Wealth Advisors first reported a position in ARE in Q1 2025 and held it in 1 quarter. The position peaked at $463 in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 5 Alexandria Real Estate Equities shares in Q2 2025, an estimated $463.
  • JFS Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 1 quarter.
  • JFS Wealth Advisors's Alexandria Real Estate Equities position peaked at $463 in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.