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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 $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

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. 702 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.
  • 702 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.