WCM
ARE icon

WealthTrak Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

WealthTrak Capital 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
-40
Closed -$2.91K – 140
2025
Q2 		$2.91K Buy
40
+10
+33% +$743 ﹤0.01% 386
2025
Q1 		$2.78K Buy
30
+25
+500% +$2.45K ﹤0.01% 319
2024
Q4 		$488 Buy
+5
New +$548 ﹤0.01% 584

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
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthTrak Capital Management's ARE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 40 shares — an estimated $2.91K sold.

WealthTrak Capital Management first reported a position in ARE in Q4 2024 and held it in 3 quarters. The position peaked at $2.91K in Q2 2025. 704 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 40 Alexandria Real Estate Equities shares in Q3 2025, an estimated $2.91K.
  • WealthTrak Capital Management first reported a position in Alexandria Real Estate Equities in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Alexandria Real Estate Equities position peaked at $2.91K in Q2 2025.
  • 704 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.