Kingswood Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Kingswood Wealth 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
2025 Q4	–	Sell	-3,353	Closed	-$279K	–	870
2025 Q3	$279K	Sell	3,353 -992	-23%	-$79.5K	0.02%	656
2025 Q2	$316K	Sell	4,345 -790	-15%	-$58.7K	0.02%	552
2025 Q1	$475K	Sell	5,135 -2,093	-29%	-$205K	0.04%	409
2024 Q4	$705K	Sell	7,228 -2,296	-24%	-$252K	0.05%	350
2024 Q3	$1.13M	Sell	9,524 -136	-1%	-$16.2K	0.08%	261
2024 Q2	$1.13M	Buy	9,660 +4,811	+99%	+$573K	0.1%	209
2024 Q1	$625K	Sell	4,849 -4,520	-48%	-$557K	0.07%	290
2023 Q4	$1.19M	Buy	9,369 +6,406	+216%	+$689K	0.13%	171
2023 Q3	$297K	Buy	+2,963	New	+$344K	0.05%	328

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

Kingswood Wealth Advisors's ARE Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 3,353 shares — an estimated $279K sold.

Kingswood Wealth Advisors first reported a position in ARE in Q3 2023 and held it in 9 quarters. The position peaked at $1.19M in Q4 2023. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

Kingswood Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,353 Alexandria Real Estate Equities shares in Q4 2025, an estimated $279K.
Kingswood Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q3 2023 and held it in 9 quarters.
Kingswood Wealth Advisors's Alexandria Real Estate Equities position peaked at $1.19M in Q4 2023.
600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.