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Montag & Associates’s Alexandria Real Estate Equities ARE Stock Holding History

Montag & Associates’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
-15
Closed -$1.27K – 964
2025
Q3 		$1.27K Buy
+15
New +$1.2K ﹤0.01% 982
2025
Q2 		– Hold
0
– – – 942

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 $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
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

Montag & Associates's ARE Position: Q4 2025 in Review

Montag & Associates sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 15 shares — an estimated $1.27K sold.

Montag & Associates first reported a position in ARE in Q3 2025 and held it in 1 quarter. The position peaked at $1.27K in Q3 2025. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Montag & Associates reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 15 Alexandria Real Estate Equities shares in Q4 2025, an estimated $1.27K.
  • Montag & Associates first reported a position in Alexandria Real Estate Equities in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Alexandria Real Estate Equities position peaked at $1.27K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.