Sandy Spring Bank’s Alexandria Real Estate Equities ARE Stock Holding History

Sandy Spring Bank’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 Q1	$272K	Sell	2,938 -2,008	-41%	-$197K	0.01%	333
2024 Q4	$482K	Sell	4,946 -815	-14%	-$89.4K	0.02%	288
2024 Q3	$684K	Sell	5,761 -520	-8%	-$61.9K	0.03%	266
2024 Q2	$735K	Sell	6,281 -148	-2%	-$17.6K	0.03%	254
2024 Q1	$829K	Sell	6,429 -740	-10%	-$91.2K	0.04%	243
2023 Q4	$909K	Sell	7,169 -794	-10%	-$85.5K	0.05%	225
2023 Q3	$797K	Sell	7,963 -52	-0.6%	-$6.04K	0.04%	229
2023 Q2	$910K	Buy	8,015 +552	+7%	+$65.7K	0.05%	220
2023 Q1	$937K	Buy	7,463 +1,306	+21%	+$192K	0.05%	213
2022 Q4	$897K	Buy	6,157 +4,830	+364%	+$698K	0.05%	216
2022 Q3	$186K	Buy	+1,327	New	+$204K	0.01%	331
2017 Q4	–	Sell	-27	Closed	-$3K	–	835
2017 Q3	$3K	Hold	27	–	–	﹤0.01%	763
2017 Q2	$3K	Hold	27	–	–	﹤0.01%	783
2017 Q1	$3K	Hold	27	–	–	﹤0.01%	780
2016 Q4	$3K	Hold	27	–	–	﹤0.01%	778
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	772
2016 Q2	$3K	Hold	27	–	–	﹤0.01%	818
2016 Q1	$2K	Hold	27	–	–	﹤0.01%	885
2015 Q4	$2K	Hold	27	–	–	﹤0.01%	861
2015 Q3	$2K	Hold	27	–	–	﹤0.01%	865
2015 Q2	$2K	Buy	+27	New	+$2.5K	﹤0.01%	891

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sandy Spring Bank's ARE Position: Q1 2025 in Review

Sandy Spring Bank reduced its Alexandria Real Estate Equities (ARE) stake by 41% in Q1 2025, selling an estimated $197K and leaving 2,938 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #333.

Sandy Spring Bank first reported a position in ARE in Q2 2015 and has held it in 21 quarters since. The position peaked at $937K in Q1 2023. 669 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

Sandy Spring Bank held 2,938 shares of Alexandria Real Estate Equities worth $272K as of Q1 2025.
Sandy Spring Bank sold 2,008 Alexandria Real Estate Equities shares in Q1 2025, an estimated $197K.
Alexandria Real Estate Equities made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #333 holding.
Sandy Spring Bank first reported a position in Alexandria Real Estate Equities in Q2 2015 and has held it in 21 quarters since.
Sandy Spring Bank's Alexandria Real Estate Equities position peaked at $937K in Q1 2023.
669 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.