OCM
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Osterweis Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

Osterweis Capital Management’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
-5
Closed -$463 – 294
2025
Q1 		$463 Buy
+5
New +$490 ﹤0.01% 297

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Osterweis Capital Management's ARE Position: Q2 2025 in Review

Osterweis Capital Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 5 shares — an estimated $463 sold.

Osterweis Capital Management first reported a position in ARE in Q1 2025 and held it in 1 quarter. The position peaked at $463 in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Osterweis Capital Management reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 5 Alexandria Real Estate Equities shares in Q2 2025, an estimated $463.
  • Osterweis Capital Management first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 1 quarter.
  • Osterweis Capital Management's Alexandria Real Estate Equities position peaked at $463 in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.