Kovitz Investment Group Partners
ARE icon

Kovitz Investment Group Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Kovitz Investment Group Partners’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
-89,080
Closed -$7.42M – 512
2025
Q3 		$7.42M Buy
89,080
+3,015
+4% +$242K 0.03% 383
2025
Q2 		$6.25M Sell
86,065
-2,451
-3% -$182K 0.03% 404
2025
Q1 		$8.19M Buy
88,516
+3,280
+4% +$321K 0.04% 309
2024
Q4 		$8.31M Buy
85,236
+268
+0.3% +$29.4K 0.04% 304
2024
Q3 		$10.1M Buy
84,968
+7,063
+9% +$841K 0.07% 224
2024
Q2 		$9.11M Sell
77,905
-1,022
-1% -$122K 0.08% 187
2024
Q1 		$10.2M Buy
78,927
+9,820
+14% +$1.21M 0.13% 114
2023
Q4 		$8.76M Buy
69,107
+24,911
+56% +$2.68M 0.15% 82
2023
Q3 		$4.42M Sell
44,196
-245
-0.6% -$28.5K 0.08% 158
2023
Q2 		$5.04M Buy
44,441
+1,062
+2% +$126K 0.07% 152
2023
Q1 		$5.45M Buy
43,379
+1,343
+3% +$197K 0.09% 140
2022
Q4 		$6.12M Buy
42,036
+3,793
+10% +$548K 0.12% 123
2022
Q3 		$5.36M Sell
38,243
-245
-0.6% -$37.6K 0.12% 132
2022
Q2 		$5.58M Buy
38,488
+161
+0.4% +$27.3K 0.12% 128
2022
Q1 		$7.71M Buy
38,327
+30,149
+369% +$5.88M 0.15% 100
2021
Q4 		$1.46M Sell
8,178
-27,912
-77% -$5.78M 0.03% 233
2021
Q3 		$6.9M Buy
36,090
+3
+0% +$597 0.14% 110
2021
Q2 		$6.57M Sell
36,087
-279
-0.8% -$49.9K 0.13% 121
2021
Q1 		$5.97M Buy
36,366
+28,188
+345% +$4.7M 0.14% 116
2020
Q4 		$1.46M Buy
8,178
+126
+2% +$20.8K 0.04% 227
2020
Q3 		$1.29M Buy
8,052
+327
+4% +$54.6K 0.04% 238
2020
Q2 		$1.25M Buy
+7,725
New +$1.18M 0.04% 233

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's ARE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 89,080 shares — an estimated $7.42M sold.

Kovitz Investment Group Partners first reported a position in ARE in Q2 2020 and held it in 22 quarters. The position peaked at $10.2M in Q1 2024. 599 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 89,080 Alexandria Real Estate Equities shares in Q4 2025, an estimated $7.42M.
  • Kovitz Investment Group Partners first reported a position in Alexandria Real Estate Equities in Q2 2020 and held it in 22 quarters.
  • Kovitz Investment Group Partners's Alexandria Real Estate Equities position peaked at $10.2M in Q1 2024.
  • 599 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.