Valeo Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Valeo Financial 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 Q4	–	Sell	-3,631	Closed	-$303K	–	842
2025 Q3	$303K	Buy	+3,631	New	+$291K	0.01%	608
2021 Q2	–	Sell	-2	Closed	–	–	599
2021 Q1	$0	Buy	+2	New	+$333	﹤0.01%	2010
2020 Q3	–	Sell	-64	Closed	-$10K	–	1600
2020 Q2	$10K	Buy	64 +20	+45%	+$3.06K	﹤0.01%	1268
2020 Q1	$6K	Hold	44	–	–	﹤0.01%	1236
2019 Q4	$7K	Hold	44	–	–	﹤0.01%	1184
2019 Q3	$7K	Hold	44	–	–	﹤0.01%	1103
2019 Q2	$6K	Hold	44	–	–	﹤0.01%	1139
2019 Q1	$6K	Hold	44	–	–	﹤0.01%	1081
2018 Q4	$5K	Hold	44	–	–	﹤0.01%	1052
2018 Q3	$5K	Hold	44	–	–	﹤0.01%	1169
2018 Q2	$6K	Sell	44 -2	-4%	-$250	﹤0.01%	1067
2018 Q1	$6K	Hold	46	–	–	﹤0.01%	1062
2017 Q4	$6K	Hold	46	–	–	﹤0.01%	950
2017 Q3	$5K	Buy	+46	New	+$5.53K	﹤0.01%	860

Other funds holding ARE

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

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

Norges Bank Oslo, Norway $1T AUM

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valeo Financial Advisors's ARE Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 3,631 shares — an estimated $303K sold.

Valeo Financial Advisors first reported a position in ARE in Q3 2017 and held it in 14 quarters. The position peaked at $303K in Q3 2025. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

Valeo Financial Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 3,631 Alexandria Real Estate Equities shares in Q4 2025, an estimated $303K.
Valeo Financial Advisors first reported a position in Alexandria Real Estate Equities in Q3 2017 and held it in 14 quarters.
Valeo Financial Advisors's Alexandria Real Estate Equities position peaked at $303K in Q3 2025.
600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.