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Samalin Investment Counsel’s Alexandria Real Estate Equities ARE Stock Holding History

Samalin Investment Counsel’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 		– Sell
-5,388
Closed -$264K – 320
2025
Q4 		$264K Buy
5,388
+2,952
+121% +$174K 0.09% 253
2025
Q3 		$203K Sell
2,436
-517
-18% -$41.4K 0.07% 300
2025
Q2 		$215K Buy
+2,953
New +$219K 0.08% 288
2024
Q4 		– Sell
-1,788
Closed -$212K – 299
2024
Q3 		$212K Buy
+1,788
New +$213K 0.09% 255

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Samalin Investment Counsel's ARE Position: Q1 2026 in Review

Samalin Investment Counsel sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 5,388 shares — an estimated $264K sold.

Samalin Investment Counsel first reported a position in ARE in Q3 2024 and held it in 4 quarters. The position peaked at $264K in Q4 2025. 571 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Samalin Investment Counsel reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Samalin Investment Counsel sold 5,388 Alexandria Real Estate Equities shares in Q1 2026, an estimated $264K.
  • Samalin Investment Counsel first reported a position in Alexandria Real Estate Equities in Q3 2024 and held it in 4 quarters.
  • Samalin Investment Counsel's Alexandria Real Estate Equities position peaked at $264K in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.