Private Wealth Management Group’s Alexandria Real Estate Equities ARE Stock Holding History

Private Wealth Management 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
2026 Q1	$650	Buy	+14	New	+$739	﹤0.01%	1332
2025 Q4	–	Sell	-177	Closed	-$14.8K	–	1472
2025 Q3	$14.8K	Hold	177	–	–	﹤0.01%	409
2025 Q2	$12.9K	Buy	177 +90	+103%	+$6.69K	﹤0.01%	418
2025 Q1	$8.05K	Buy	87 +9	+12%	+$881	﹤0.01%	545
2024 Q4	$7.61K	Sell	78 -39	-33%	-$4.28K	﹤0.01%	576
2024 Q3	$13.9K	Sell	117 -1	-0.8%	-$119	0.01%	372
2024 Q2	$13.8K	Buy	118 +40	+51%	+$4.77K	0.01%	365
2024 Q1	$10.1K	Hold	78	–	–	﹤0.01%	404
2023 Q4	$9.89K	Buy	+78	New	+$8.39K	﹤0.01%	407

Other funds holding ARE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return