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Kovack Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Kovack 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
Q1 		– Sell
-2,642
Closed -$258K – 582
2024
Q4 		$258K Sell
2,642
-688
-21% -$75.4K 0.03% 505
2024
Q3 		$395K Sell
3,330
-466
-12% -$55.5K 0.04% 362
2024
Q2 		$444K Buy
+3,796
New +$452K 0.05% 326
2024
Q1 		– Sell
-3,902
Closed -$495K – 478
2023
Q4 		$495K Buy
+3,902
New +$420K 0.06% 301

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovack Advisors's ARE Position: Q1 2025 in Review

Kovack Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 2,642 shares — an estimated $258K sold.

Kovack Advisors first reported a position in ARE in Q4 2023 and held it in 4 quarters. The position peaked at $495K in Q4 2023. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • Kovack Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 2,642 Alexandria Real Estate Equities shares in Q1 2025, an estimated $258K.
  • Kovack Advisors first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 4 quarters.
  • Kovack Advisors's Alexandria Real Estate Equities position peaked at $495K in Q4 2023.
  • 670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.