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Kennedy Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

Kennedy Capital Management’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
-30,307
Closed -$2.8M – 588
2025
Q1 		$2.8M Buy
30,307
+19,765
+187% +$1.94M 0.07% 384
2024
Q4 		$1.03M Sell
10,542
-63,899
-86% -$7.01M 0.02% 595
2024
Q3 		$8.84M Sell
74,441
-8,248
-10% -$983K 0.2% 167
2024
Q2 		$9.67M Sell
82,689
-6,072
-7% -$724K 0.21% 162
2024
Q1 		$11.4M Buy
88,761
+10,093
+13% +$1.24M 0.24% 141
2023
Q4 		$9.97M Buy
78,668
+8,838
+13% +$951K 0.22% 163
2023
Q3 		$6.99M Sell
69,830
-2,270
-3% -$264K 0.17% 218
2023
Q2 		$8.18M Buy
72,100
+36,051
+100% +$4.29M 0.19% 201
2023
Q1 		$4.53M Buy
36,049
+666
+2% +$97.8K 0.13% 278
2022
Q4 		$5.15M Sell
35,383
-1,543
-4% -$223K 0.15% 256
2022
Q3 		$5.18M Buy
36,926
+5,398
+17% +$828K 0.15% 238
2022
Q2 		$4.57M Sell
31,528
-1,152
-4% -$195K 0.13% 284
2022
Q1 		$6.58M Buy
32,680
+20
+0.1% +$3.9K 0.16% 245
2021
Q4 		$7.28M Buy
32,660
+4,839
+17% +$1M 0.15% 247
2021
Q3 		$5.32M Sell
27,821
-1,658
-6% -$330K 0.12% 330
2021
Q2 		$5.36M Buy
29,479
+4,899
+20% +$877K 0.12% 338
2021
Q1 		$4.04M Sell
24,580
-647
-3% -$108K 0.08% 413
2020
Q4 		$4.5M Sell
25,227
-921
-4% -$152K 0.1% 369
2020
Q3 		$4.18M Sell
26,148
-722
-3% -$121K 0.12% 338
2020
Q2 		$4.36M Sell
26,870
-6,756
-20% -$1.03M 0.13% 312
2020
Q1 		$4.61M Sell
33,626
-7,133
-18% -$1.12M 0.17% 211
2019
Q4 		$6.59M Sell
40,759
-837
-2% -$132K 0.16% 227
2019
Q3 		$6.41M Sell
41,596
-499
-1% -$73.7K 0.16% 225
2019
Q2 		$5.94M Sell
42,095
-5,214
-11% -$753K 0.14% 273
2019
Q1 		$6.74M Sell
47,309
-923
-2% -$122K 0.16% 239
2018
Q4 		$5.56M Buy
48,232
+45
+0.1% +$5.49K 0.14% 279
2018
Q3 		$6.06M Sell
48,187
-808
-2% -$102K 0.11% 336
2018
Q2 		$6.18M Sell
48,995
-15,814
-24% -$1.98M 0.12% 340
2018
Q1 		$8.09M Sell
64,809
-17,079
-21% -$2.12M 0.16% 208
2017
Q4 		$10.7M Sell
81,888
-15,258
-16% -$1.92M 0.19% 162
2017
Q3 		$11.6M Buy
97,146
+37,032
+62% +$4.45M 0.21% 149
2017
Q2 		$7.24M Sell
60,114
-1,669
-3% -$194K 0.14% 250
2017
Q1 		$6.83M Sell
61,783
-1,753
-3% -$198K 0.12% 299
2016
Q4 		$7.06M Sell
63,536
-13,074
-17% -$1.4M 0.12% 287
2016
Q3 		$8.33M Sell
76,610
-3,250
-4% -$354K 0.16% 228
2016
Q2 		$8.27M Sell
79,860
-10,973
-12% -$1.05M 0.17% 213
2016
Q1 		$8.26M Sell
90,833
-5,911
-6% -$481K 0.17% 207
2015
Q4 		$8.74M Buy
+96,744
New +$8.74M 0.18% 190
2014
Q1 		– Sell
-112,750
Closed -$7.17M – 741
2013
Q4 		$7.17M Buy
112,750
+12,750
+13% +$819K 0.13% 293
2013
Q3 		$6.38M Buy
+100,000
New +$6.59M 0.12% 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
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

Kennedy Capital Management's ARE Position: Q2 2025 in Review

Kennedy Capital Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 30,307 shares — an estimated $2.8M sold.

Kennedy Capital Management first reported a position in ARE in Q3 2013 and held it in 40 quarters. The position peaked at $11.6M in Q3 2017. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Kennedy Capital Management reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 30,307 Alexandria Real Estate Equities shares in Q2 2025, an estimated $2.8M.
  • Kennedy Capital Management first reported a position in Alexandria Real Estate Equities in Q3 2013 and held it in 40 quarters.
  • Kennedy Capital Management's Alexandria Real Estate Equities position peaked at $11.6M in Q3 2017.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.