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KCM Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

KCM Investment 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
2024
Q4 		– Sell
-2,052
Closed -$244K – 368
2024
Q3 		$244K Sell
2,052
-15
-0.7% -$1.79K 0.01% 344
2024
Q2 		$242K Sell
2,067
-10
-0.5% -$1.19K 0.01% 339
2024
Q1 		$268K Sell
2,077
-280
-12% -$34.5K 0.01% 335
2023
Q4 		$299K Sell
2,357
-271
-10% -$29.2K 0.01% 312
2023
Q3 		$263K Sell
2,628
-137
-5% -$15.9K 0.01% 326
2023
Q2 		$314K Buy
2,765
+114
+4% +$13.6K 0.01% 320
2023
Q1 		$333K Sell
2,651
-257
-9% -$37.8K 0.01% 324
2022
Q4 		$424K Sell
2,908
-372
-11% -$53.8K 0.02% 280
2022
Q3 		$460K Sell
3,280
-159
-5% -$24.4K 0.02% 261
2022
Q2 		$499K Sell
3,439
-355
-9% -$60.2K 0.02% 262
2022
Q1 		$764K Sell
3,794
-75
-2% -$14.6K 0.03% 233
2021
Q4 		$863K Buy
3,869
+270
+8% +$55.9K 0.03% 227
2021
Q3 		$688K Buy
3,599
+506
+16% +$101K 0.03% 235
2021
Q2 		$563K Buy
3,093
+924
+43% +$165K 0.02% 250
2021
Q1 		$356K Buy
2,169
+833
+62% +$139K 0.02% 285
2020
Q4 		$238K Buy
1,336
+15
+1% +$2.48K 0.01% 319
2020
Q3 		$211K Buy
+1,321
New +$221K 0.01% 305

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

KCM Investment Advisors's ARE Position: Q4 2024 in Review

KCM Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 2,052 shares — an estimated $244K sold.

KCM Investment Advisors first reported a position in ARE in Q3 2020 and held it in 17 quarters. The position peaked at $863K in Q4 2021. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • KCM Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 2,052 Alexandria Real Estate Equities shares in Q4 2024, an estimated $244K.
  • KCM Investment Advisors first reported a position in Alexandria Real Estate Equities in Q3 2020 and held it in 17 quarters.
  • KCM Investment Advisors's Alexandria Real Estate Equities position peaked at $863K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on KCM Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.