Riverview Trust Company’s Alexandria Real Estate Equities ARE Stock Holding History

Riverview Trust Company’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	-286	Closed	-$26.5K	–	247
2025 Q1	$26.5K	Hold	286	–	–	0.03%	337
2024 Q4	$27.9K	Sell	286 -7	-2%	-$767	0.03%	335
2024 Q3	$34.8K	Buy	293 +7	+2%	+$834	0.03%	299
2024 Q2	$33.5K	Hold	286	–	–	0.03%	289
2024 Q1	$36.9K	Buy	+286	New	+$35.2K	0.03%	291
2022 Q4	–	Sell	-86	Closed	-$12K	–	711
2022 Q3	$12K	Buy	+86	New	+$13.2K	0.01%	565
2022 Q2	–	Sell	-159	Closed	-$32K	–	714
2022 Q1	$32K	Buy	+159	New	+$31K	0.02%	291
2019 Q2	–	Sell	-277	Closed	-$39K	–	277
2019 Q1	$39K	Hold	277	–	–	0.03%	169
2018 Q4	$32K	Buy	+277	New	+$33.8K	0.03%	178

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 $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Riverview Trust Company's ARE Position: Q2 2025 in Review

Riverview Trust Company sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 286 shares — an estimated $26.5K sold.

Riverview Trust Company first reported a position in ARE in Q4 2018 and held it in 9 quarters. The position peaked at $39K in Q1 2019. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

Riverview Trust Company reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 286 Alexandria Real Estate Equities shares in Q2 2025, an estimated $26.5K.
Riverview Trust Company first reported a position in Alexandria Real Estate Equities in Q4 2018 and held it in 9 quarters.
Riverview Trust Company's Alexandria Real Estate Equities position peaked at $39K in Q1 2019.
664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.