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Keudell/Morrison Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Keudell/Morrison Wealth 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
-2,526
Closed -$234K – 230
2025
Q1 		$234K Buy
2,526
+104
+4% +$10.2K 0.06% 189
2024
Q4 		$236K Buy
2,422
+194
+9% +$21.3K 0.06% 188
2024
Q3 		$265K Buy
+2,228
New +$265K 0.07% 177

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

Keudell/Morrison Wealth Management's ARE Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 2,526 shares — an estimated $234K sold.

Keudell/Morrison Wealth Management first reported a position in ARE in Q3 2024 and held it in 3 quarters. The position peaked at $265K in Q3 2024. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Keudell/Morrison Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,526 Alexandria Real Estate Equities shares in Q2 2025, an estimated $234K.
  • Keudell/Morrison Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2024 and held it in 3 quarters.
  • Keudell/Morrison Wealth Management's Alexandria Real Estate Equities position peaked at $265K in Q3 2024.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.