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Stephens Inc’s Alexandria Real Estate Equities ARE Stock Holding History

Stephens Inc’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
Q4 		– Sell
-5,059
Closed -$422K – 1306
2025
Q3 		$422K Buy
5,059
+1,144
+29% +$91.6K 0.01% 907
2025
Q2 		$284K Buy
3,915
+1,139
+41% +$84.6K ﹤0.01% 1033
2025
Q1 		$257K Buy
2,776
+109
+4% +$10.7K ﹤0.01% 1054
2024
Q4 		$260K Sell
2,667
-403
-13% -$44.2K ﹤0.01% 1075
2024
Q3 		$365K Buy
3,070
+758
+33% +$90.3K 0.01% 946
2024
Q2 		$270K Sell
2,312
-246
-10% -$29.3K ﹤0.01% 1047
2024
Q1 		$330K Buy
2,558
+505
+25% +$62.2K 0.01% 982
2023
Q4 		$260K Buy
2,053
+54
+3% +$5.81K ﹤0.01% 984
2023
Q3 		$200K Sell
1,999
-452
-18% -$52.5K ﹤0.01% 1043
2023
Q2 		$278K Buy
2,451
+106
+5% +$12.6K 0.01% 945
2023
Q1 		$295K Sell
2,345
-86
-4% -$12.6K 0.01% 881
2022
Q4 		$354K Sell
2,431
-156
-6% -$22.6K 0.01% 810
2022
Q3 		$363K Sell
2,587
-552
-18% -$84.7K 0.01% 814
2022
Q2 		$455K Sell
3,139
-207
-6% -$35.1K 0.01% 753
2022
Q1 		$673K Sell
3,346
-446
-12% -$87K 0.01% 705
2021
Q4 		$846K Sell
3,792
-984
-21% -$204K 0.01% 681
2021
Q3 		$913K Sell
4,776
-301
-6% -$59.9K 0.01% 677
2021
Q2 		$924K Sell
5,077
-351
-6% -$62.8K 0.01% 692
2021
Q1 		$892K Sell
5,428
-2,493
-31% -$416K 0.01% 654
2020
Q4 		$1.41M Sell
7,921
-592
-7% -$97.8K 0.03% 507
2020
Q3 		$1.36M Sell
8,513
-11,822
-58% -$1.97M 0.03% 465
2020
Q2 		$3.3M Buy
20,335
+2,856
+16% +$437K 0.07% 272
2020
Q1 		$2.4M Sell
17,479
-4,079
-19% -$639K 0.06% 308
2019
Q4 		$3.48M Buy
21,558
+535
+3% +$84.4K 0.07% 293
2019
Q3 		$3.24M Sell
21,023
-3,937
-16% -$582K 0.07% 286
2019
Q2 		$3.52M Sell
24,960
-578
-2% -$83.5K 0.08% 275
2019
Q1 		$3.64M Sell
25,538
-1,912
-7% -$252K 0.09% 274
2018
Q4 		$3.16M Sell
27,450
-33,533
-55% -$4.09M 0.09% 266
2018
Q3 		$7.67M Buy
60,983
+2,173
+4% +$275K 0.19% 118
2018
Q2 		$7.42M Sell
58,810
-3,391
-5% -$424K 0.22% 106
2018
Q1 		$7.77M Sell
62,201
-10,556
-15% -$1.31M 0.29% 83
2017
Q4 		$9.5M Buy
72,757
+854
+1% +$108K 0.36% 61
2017
Q3 		$8.55M Buy
71,903
+1,927
+3% +$231K 0.31% 68
2017
Q2 		$8.43M Buy
69,976
+22,655
+48% +$2.64M 0.29% 67
2017
Q1 		$5.23M Buy
47,321
+689
+1% +$77.8K 0.19% 122
2016
Q4 		$5.18M Buy
46,632
+8,797
+23% +$944K 0.21% 105
2016
Q3 		$4.12M Sell
37,835
-1,241
-3% -$135K 0.18% 124
2016
Q2 		$4.04M Buy
39,076
+2,243
+6% +$214K 0.18% 116
2016
Q1 		$3.35M Buy
36,833
+3,129
+9% +$255K 0.16% 130
2015
Q4 		$3.04M Buy
33,704
+3,986
+13% +$360K 0.15% 143
2015
Q3 		$2.52M Sell
29,718
-409
-1% -$36.8K 0.13% 170
2015
Q2 		$2.63M Buy
30,127
+1,084
+4% +$101K 0.12% 202
2015
Q1 		$2.85M Sell
29,043
-957
-3% -$92.3K 0.13% 188
2014
Q4 		$2.66M Buy
30,000
+2,178
+8% +$182K 0.13% 182
2014
Q3 		$2.05M Buy
27,822
+2,253
+9% +$175K 0.1% 216
2014
Q2 		$1.99M Buy
25,569
+1,194
+5% +$89.6K 0.1% 220
2014
Q1 		$1.77M Buy
24,375
+2,602
+12% +$183K 0.1% 228
2013
Q4 		$1.39M Sell
21,773
-1,408
-6% -$90.4K 0.07% 275
2013
Q3 		$1.48M Sell
23,181
-165
-0.7% -$10.9K 0.08% 251
2013
Q2 		$1.53M Buy
+23,346
New +$1.65M 0.09% 208

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 $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Inc's ARE Position: Q4 2025 in Review

Stephens Inc sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 5,059 shares — an estimated $422K sold.

Stephens Inc first reported a position in ARE in Q2 2013 and held it in 50 quarters. The position peaked at $9.5M in Q4 2017. 599 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Stephens Inc reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 5,059 Alexandria Real Estate Equities shares in Q4 2025, an estimated $422K.
  • Stephens Inc first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 50 quarters.
  • Stephens Inc's Alexandria Real Estate Equities position peaked at $9.5M in Q4 2017.
  • 599 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.