KCPG
ARE icon

Kavar Capital Partners Group’s Alexandria Real Estate Equities ARE Stock Holding History

Kavar Capital Partners Group’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
-8,206
Closed -$759K – 193
2025
Q1 		$759K Sell
8,206
-200
-2% -$19.6K 0.13% 101
2024
Q4 		$820K Sell
8,406
-3,982
-32% -$437K 0.14% 101
2024
Q3 		$1.47M Sell
12,388
-1,986
-14% -$237K 0.23% 85
2024
Q2 		$1.68M Sell
14,374
-2,135
-13% -$254K 0.3% 75
2024
Q1 		$2.13M Sell
16,509
-19,363
-54% -$2.39M 0.39% 66
2023
Q4 		$4.55M Buy
35,872
+7,300
+26% +$786K 0.51% 54
2023
Q3 		$2.86M Buy
28,572
+160
+0.6% +$18.6K 0.62% 51
2023
Q2 		$3.22M Buy
28,412
+1,360
+5% +$162K 0.69% 48
2023
Q1 		$3.4M Buy
27,052
+4,706
+21% +$691K 0.73% 47
2022
Q4 		$3.26M Buy
22,346
+2,501
+13% +$362K 0.75% 42
2022
Q3 		$2.78M Buy
19,845
+5,238
+36% +$804K 0.71% 43
2022
Q2 		$2.12M Buy
14,607
+1,252
+9% +$212K 0.49% 56
2022
Q1 		$2.69M Buy
13,355
+492
+4% +$96K 0.58% 49
2021
Q4 		$2.87M Buy
12,863
+552
+4% +$114K 0.6% 51
2021
Q3 		$2.35M Buy
12,311
+255
+2% +$50.8K 0.54% 56
2021
Q2 		$2.19M Buy
12,056
+1,480
+14% +$265K 0.53% 57
2021
Q1 		$1.74M Buy
+10,576
New +$1.76M 0.47% 67

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kavar Capital Partners Group's ARE Position: Q2 2025 in Review

Kavar Capital Partners Group sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 8,206 shares — an estimated $759K sold.

Kavar Capital Partners Group first reported a position in ARE in Q1 2021 and held it in 17 quarters. The position peaked at $4.55M in Q4 2023. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Kavar Capital Partners Group reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Kavar Capital Partners Group sold 8,206 Alexandria Real Estate Equities shares in Q2 2025, an estimated $759K.
  • Kavar Capital Partners Group first reported a position in Alexandria Real Estate Equities in Q1 2021 and held it in 17 quarters.
  • Kavar Capital Partners Group's Alexandria Real Estate Equities position peaked at $4.55M in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Kavar Capital Partners Group's 13F filing for Q2 2025, filed 17 Jul 2025.