LC
ARE icon

Lindbrook Capital’s Alexandria Real Estate Equities ARE Stock Holding History

Lindbrook Capital’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 		$99.6K Buy
1,077
+295
+38% +$28.9K 0.01% 679
2024
Q4 		$76.3K Sell
782
-11
-1% -$1.21K 0.01% 643
2024
Q3 		$94.2K Sell
793
-37
-4% -$4.41K 0.01% 577
2024
Q2 		$97.1K Buy
830
+26
+3% +$3.1K 0.01% 550
2024
Q1 		$104K Sell
804
-144
-15% -$17.7K 0.01% 525
2023
Q4 		$120K Buy
948
+638
+206% +$68.7K 0.01% 471
2023
Q3 		$31K Sell
310
-602
-66% -$69.9K ﹤0.01% 860
2023
Q2 		$104K Buy
912
+53
+6% +$6.31K 0.01% 477
2023
Q1 		$108K Sell
859
-299
-26% -$43.9K 0.01% 467
2022
Q4 		$169K Buy
1,158
+395
+52% +$57.1K 0.02% 364
2022
Q3 		$107K Buy
763
+107
+16% +$16.4K 0.02% 413
2022
Q2 		$95K Sell
656
-409
-38% -$69.4K 0.02% 448
2022
Q1 		$214K Buy
1,065
+46
+5% +$8.98K 0.03% 273
2021
Q4 		$227K Buy
1,019
+500
+96% +$103K 0.03% 277
2021
Q3 		$99K Hold
519
– – 0.03% 268
2021
Q2 		$94K Hold
519
– – 0.02% 302
2021
Q1 		$85K Sell
519
-3
-0.6% -$500 0.02% 305
2020
Q4 		$93K Sell
522
-34
-6% -$5.62K 0.02% 260
2020
Q3 		$89K Buy
556
+32
+6% +$5.34K 0.02% 230
2020
Q2 		$85K Buy
524
+4
+0.8% +$611 0.03% 241
2020
Q1 		$71K Buy
520
+16
+3% +$2.5K 0.03% 239
2019
Q4 		$81K Buy
504
+376
+294% +$59.3K 0.03% 291
2019
Q3 		$20K Hold
128
– – 0.01% 705
2019
Q2 		$18K Buy
128
+19
+17% +$2.74K 0.01% 730
2019
Q1 		$15K Hold
109
– – 0.01% 780
2018
Q4 		$12K Buy
+109
New +$13.3K 0.01% 768

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 $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's ARE Position: Q1 2025 in Review

Lindbrook Capital increased its Alexandria Real Estate Equities (ARE) stake by 38% in Q1 2025, buying an estimated $28.9K and bringing the position to 1,077 shares worth $99.6K. The position accounts for 0.01% of the portfolio, ranked #679.

Lindbrook Capital first reported a position in ARE in Q4 2018 and has held it in 26 quarters since. The position peaked at $227K in Q4 2021. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • Lindbrook Capital held 1,077 shares of Alexandria Real Estate Equities worth $99.6K as of Q1 2025.
  • Lindbrook Capital bought 295 Alexandria Real Estate Equities shares in Q1 2025, an estimated $28.9K.
  • Alexandria Real Estate Equities made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #679 holding.
  • Lindbrook Capital first reported a position in Alexandria Real Estate Equities in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Alexandria Real Estate Equities position peaked at $227K in Q4 2021.
  • 670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.