SWIM
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Smallwood Wealth Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-190
Closed -$13.8K – 537
2025
Q2 		$13.8K Hold
190
– – 0.01% 285
2025
Q1 		$17.6K Buy
+190
New +$18.6K 0.01% 265

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smallwood Wealth Investment Management's ARE Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 190 shares — an estimated $13.8K sold.

Smallwood Wealth Investment Management first reported a position in ARE in Q1 2025 and held it in 2 quarters. The position peaked at $17.6K in Q1 2025. 703 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 190 Alexandria Real Estate Equities shares in Q3 2025, an estimated $13.8K.
  • Smallwood Wealth Investment Management first reported a position in Alexandria Real Estate Equities in Q1 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's Alexandria Real Estate Equities position peaked at $17.6K in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.