NWAG
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Net Worth Advisory Group’s Alexandria Real Estate Equities ARE Stock Holding History

Net Worth Advisory Group’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
-2,287
Closed -$212K – 427
2025
Q1 		$212K Buy
2,287
+95
+4% +$9.3K 0.07% 330
2024
Q4 		$214K Sell
2,192
-5
-0.2% -$548 0.06% 342
2024
Q3 		$261K Buy
+2,197
New +$262K 0.08% 308

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Net Worth Advisory Group's ARE Position: Q2 2025 in Review

Net Worth Advisory Group sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 2,287 shares — an estimated $212K sold.

Net Worth Advisory Group first reported a position in ARE in Q3 2024 and held it in 3 quarters. The position peaked at $261K in Q3 2024. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Net Worth Advisory Group reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,287 Alexandria Real Estate Equities shares in Q2 2025, an estimated $212K.
  • Net Worth Advisory Group first reported a position in Alexandria Real Estate Equities in Q3 2024 and held it in 3 quarters.
  • Net Worth Advisory Group's Alexandria Real Estate Equities position peaked at $261K in Q3 2024.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Net Worth Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.