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Phillips Wealth Planners’s Alexandria Real Estate Equities ARE Stock Holding History

Phillips Wealth Planners’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
-3,030
Closed -$242K – 191
2025
Q3 		$242K Sell
3,030
-656
-18% -$52.6K 0.2% 175
2025
Q2 		$284K Buy
+3,686
New +$274K 0.26% 142

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

Phillips Wealth Planners's ARE Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 3,030 shares — an estimated $242K sold.

Phillips Wealth Planners first reported a position in ARE in Q2 2025 and held it in 2 quarters. The position peaked at $284K in Q2 2025. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Phillips Wealth Planners reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 3,030 Alexandria Real Estate Equities shares in Q4 2025, an estimated $242K.
  • Phillips Wealth Planners first reported a position in Alexandria Real Estate Equities in Q2 2025 and held it in 2 quarters.
  • Phillips Wealth Planners's Alexandria Real Estate Equities position peaked at $284K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.