WA
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Wealth Alliance’s Alexandria Real Estate Equities ARE Stock Holding History

Wealth Alliance’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
-8,763
Closed -$730K – 554
2025
Q3 		$730K Buy
8,763
+662
+8% +$53K 0.08% 226
2025
Q2 		$588K Buy
8,101
+334
+4% +$24.8K 0.07% 262
2025
Q1 		$719K Buy
7,767
+5,135
+195% +$503K 0.09% 206
2024
Q4 		$257K Sell
2,632
-3,101
-54% -$340K 0.03% 423
2024
Q3 		$681K Buy
+5,733
New +$683K 0.08% 218
2024
Q2 		– Sell
-2,012
Closed -$259K – 516
2024
Q1 		$259K Buy
2,012
+77
+4% +$9.49K 0.03% 434
2023
Q4 		$245K Sell
1,935
-435
-18% -$46.8K 0.03% 437
2023
Q3 		$237K Buy
2,370
+220
+10% +$25.6K 0.04% 420
2023
Q2 		$244K Sell
2,150
-39
-2% -$4.64K 0.04% 432
2023
Q1 		$275K Buy
2,189
+304
+16% +$44.7K 0.04% 392
2022
Q4 		$275K Buy
+1,885
New +$273K 0.05% 370

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

Wealth Alliance's ARE Position: Q4 2025 in Review

Wealth Alliance sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 8,763 shares — an estimated $730K sold.

Wealth Alliance first reported a position in ARE in Q4 2022 and held it in 11 quarters. The position peaked at $730K in Q3 2025. 599 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Wealth Alliance reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 8,763 Alexandria Real Estate Equities shares in Q4 2025, an estimated $730K.
  • Wealth Alliance first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 11 quarters.
  • Wealth Alliance's Alexandria Real Estate Equities position peaked at $730K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.