Kestra Private Wealth Services’s Alexandria Real Estate Equities ARE Stock Holding History

Kestra Private Wealth Services’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 Q4	–	Sell	-3,239	Closed	-$270K	–	1730
2025 Q3	$270K	Buy	+3,239	New	+$259K	﹤0.01%	1413
2025 Q2	–	Sell	-2,378	Closed	-$220K	–	1618
2025 Q1	$220K	Sell	2,378 -38	-2%	-$3.72K	﹤0.01%	1348
2024 Q4	$236K	Buy	+2,416	New	+$265K	﹤0.01%	1240

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 $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Private Wealth Services's ARE Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 3,239 shares — an estimated $270K sold.

Kestra Private Wealth Services first reported a position in ARE in Q4 2024 and held it in 3 quarters. The position peaked at $270K in Q3 2025. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

Kestra Private Wealth Services reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 3,239 Alexandria Real Estate Equities shares in Q4 2025, an estimated $270K.
Kestra Private Wealth Services first reported a position in Alexandria Real Estate Equities in Q4 2024 and held it in 3 quarters.
Kestra Private Wealth Services's Alexandria Real Estate Equities position peaked at $270K in Q3 2025.
600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.