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Marshall & Sterling Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Marshall & Sterling 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
Q2 		– Sell
-70
Closed -$6.48K – 632
2025
Q1 		$6.48K Buy
+70
New +$6.86K ﹤0.01% 419

Other funds holding ARE

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ARE Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 70 shares — an estimated $6.48K sold.

Marshall & Sterling Wealth Advisors first reported a position in ARE in Q1 2025 and held it in 1 quarter. The position peaked at $6.48K in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 70 Alexandria Real Estate Equities shares in Q2 2025, an estimated $6.48K.
  • Marshall & Sterling Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Alexandria Real Estate Equities position peaked at $6.48K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.