Schnieders Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

Schnieders Capital Management’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	-5,614	Closed	-$275K	–	212
2025 Q4	$275K	Sell	5,614 -30,380	-84%	-$1.79M	0.04%	181
2025 Q3	$3M	Buy	+35,994	New	+$2.88M	0.54%	47
2020 Q4	–	Sell	-2,119	Closed	-$339K	–	169
2020 Q3	$339K	Hold	2,119	–	–	0.13%	117
2020 Q2	$344K	Buy	2,119 +278	+15%	+$42.5K	0.14%	113
2020 Q1	$252K	Sell	1,841 -147	-7%	-$23K	0.12%	122
2019 Q4	$321K	Buy	+1,988	New	+$313K	0.12%	132

Other funds holding ARE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schnieders Capital Management's ARE Position: Q1 2026 in Review

Schnieders Capital Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 5,614 shares — an estimated $275K sold.

Schnieders Capital Management first reported a position in ARE in Q4 2019 and held it in 6 quarters. The position peaked at $3M in Q3 2025. 571 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Schnieders Capital Management reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
Schnieders Capital Management sold 5,614 Alexandria Real Estate Equities shares in Q1 2026, an estimated $275K.
Schnieders Capital Management first reported a position in Alexandria Real Estate Equities in Q4 2019 and held it in 6 quarters.
Schnieders Capital Management's Alexandria Real Estate Equities position peaked at $3M in Q3 2025.
571 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Schnieders Capital Management's 13F filing for Q1 2026, filed 4 May 2026.