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Naples Global Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Naples Global 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
2026
Q1 		$845K Sell
17,963
-2,149
-11% -$113K 0.06% 253
2025
Q4 		$997K Sell
20,112
-32,177
-62% -$1.89M 0.07% 237
2025
Q3 		$4.42M Buy
52,289
+24,611
+89% +$1.97M 0.34% 83
2025
Q2 		$2.05M Sell
27,678
-2,302
-8% -$171K 0.18% 148
2025
Q1 		$2.81M Buy
29,980
+2,623
+10% +$257K 0.27% 105
2024
Q4 		$2.7M Buy
27,357
+26
+0.1% +$2.85K 0.25% 107
2024
Q3 		$3.28M Buy
27,331
+3,986
+17% +$475K 0.31% 97
2024
Q2 		$2.76M Buy
23,345
+2,915
+14% +$347K 0.28% 101
2024
Q1 		$2.66M Buy
+20,430
New +$2.52M 0.27% 108

Other funds holding ARE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return