OA
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Operose Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Operose 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
2024
Q4 		– Sell
-20
Closed -$2.38K – 439
2024
Q3 		$2.38K Hold
20
– – ﹤0.01% 569
2024
Q2 		$2.34K Hold
20
– – ﹤0.01% 534
2024
Q1 		$2.58K Hold
20
– – ﹤0.01% 581
2023
Q4 		$2.54K Hold
20
– – ﹤0.01% 551
2023
Q3 		$2K Buy
+20
New +$2.32K ﹤0.01% 706

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Operose Advisors's ARE Position: Q4 2024 in Review

Operose Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 20 shares — an estimated $2.38K sold.

Operose Advisors first reported a position in ARE in Q3 2023 and held it in 5 quarters. The position peaked at $2.58K in Q1 2024. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Operose Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 20 Alexandria Real Estate Equities shares in Q4 2024, an estimated $2.38K.
  • Operose Advisors first reported a position in Alexandria Real Estate Equities in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Alexandria Real Estate Equities position peaked at $2.58K in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.