Prudent Man Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Prudent Man 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	-1,845	Closed	-$219K	–	170
2024 Q3	$219K	Hold	1,845	–	–	0.07%	159
2024 Q2	$216K	Buy	1,845 +99	+6%	+$11.8K	0.08%	156
2024 Q1	$225K	Sell	1,746 -112	-6%	-$13.8K	0.08%	153
2023 Q4	$236K	Buy	+1,858	New	+$200K	0.09%	154
2023 Q3	–	Sell	-1,874	Closed	-$213K	–	191
2023 Q2	$213K	Buy	1,874 +2	+0.1%	+$238	0.08%	182
2023 Q1	$235K	Hold	1,872	–	–	0.09%	160
2022 Q4	$273K	Buy	1,872 +182	+11%	+$26.3K	0.11%	155
2022 Q3	$237K	Buy	+1,690	New	+$259K	0.11%	139
2022 Q2	–	Sell	-1,018	Closed	-$205K	–	161
2022 Q1	$205K	Buy	+1,018	New	+$199K	0.08%	175

Other funds holding ARE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudent Man Advisors's ARE Position: Q4 2024 in Review

Prudent Man Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 1,845 shares — an estimated $219K sold.

Prudent Man Advisors first reported a position in ARE in Q1 2022 and held it in 9 quarters. The position peaked at $273K in Q4 2022. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

Prudent Man Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
Prudent Man Advisors sold 1,845 Alexandria Real Estate Equities shares in Q4 2024, an estimated $219K.
Prudent Man Advisors first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 9 quarters.
Prudent Man Advisors's Alexandria Real Estate Equities position peaked at $273K in Q4 2022.
658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Prudent Man Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.