SBIA
ARE icon

Sheaff Brock Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$315K Hold
3,409
– – 0.03% 323
2024
Q4 		$333K Sell
3,409
-8,772
-72% -$962K 0.03% 318
2024
Q3 		$1.45M Sell
12,181
-73
-0.6% -$8.7K 0.13% 134
2024
Q2 		$1.43M Sell
12,254
-745
-6% -$88.8K 0.13% 129
2024
Q1 		$1.68M Sell
12,999
-86
-0.7% -$10.6K 0.11% 130
2023
Q4 		$1.66M Buy
13,085
+2,301
+21% +$248K 0.13% 118
2023
Q3 		$1.08M Buy
10,784
+850
+9% +$98.8K 0.1% 156
2023
Q2 		$1.13M Buy
9,934
+1,932
+24% +$230K 0.09% 150
2023
Q1 		$1M Buy
8,002
+54
+0.7% +$7.93K 0.09% 172
2022
Q4 		$1.16M Buy
7,948
+162
+2% +$23.4K 0.11% 142
2022
Q3 		$1.09M Buy
7,786
+165
+2% +$25.3K 0.12% 136
2022
Q2 		$1.1M Buy
7,621
+801
+12% +$136K 0.09% 147
2022
Q1 		$1.37M Buy
6,820
+464
+7% +$90.5K 0.1% 143
2021
Q4 		$1.42M Buy
6,356
+519
+9% +$107K 0.09% 144
2021
Q3 		$1.11M Buy
5,837
+142
+2% +$28.3K 0.08% 164
2021
Q2 		$1.04M Buy
5,695
+486
+9% +$87K 0.07% 168
2021
Q1 		$856K Buy
5,209
+653
+14% +$109K 0.07% 175
2020
Q4 		$812K Buy
4,556
+97
+2% +$16K 0.07% 165
2020
Q3 		$713K Buy
4,459
+41
+0.9% +$6.85K 0.07% 175
2020
Q2 		$717K Buy
+4,418
New +$675K 0.07% 177

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's ARE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q1 2025 at 3,409 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #323.

Sheaff Brock Investment Advisors first reported a position in ARE in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.68M in Q1 2024. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,409 shares of Alexandria Real Estate Equities worth $315K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Alexandria Real Estate Equities share count unchanged in Q1 2025.
  • Alexandria Real Estate Equities made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #323 holding.
  • Sheaff Brock Investment Advisors first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 20 quarters since.
  • Sheaff Brock Investment Advisors's Alexandria Real Estate Equities position peaked at $1.68M in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.