West Branch Capital’s Alexandria Real Estate Equities ARE Stock Holding History

West Branch Capital’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 Q2	–	Sell	-40	Closed	-$3.7K	–	477
2025 Q1	$3.7K	Hold	40	–	–	﹤0.01%	366
2024 Q4	$3.9K	Hold	40	–	–	﹤0.01%	351
2024 Q3	$4.75K	Hold	40	–	–	﹤0.01%	345
2024 Q2	$4.68K	Hold	40	–	–	﹤0.01%	338
2024 Q1	$5.16K	Hold	40	–	–	﹤0.01%	330
2023 Q4	$5.07K	Hold	40	–	–	﹤0.01%	337
2023 Q3	$4K	Hold	40	–	–	﹤0.01%	361
2023 Q2	$4.54K	Hold	40	–	–	﹤0.01%	357
2023 Q1	$5.02K	Sell	40 -151	-79%	-$22.2K	﹤0.01%	353
2022 Q4	$27.8K	Hold	191	–	–	0.02%	198
2022 Q3	$27K	Hold	191	–	–	0.02%	205
2022 Q2	$28K	Hold	191	–	–	0.02%	205
2022 Q1	$38K	Hold	191	–	–	0.02%	202
2021 Q4	$43K	Hold	191	–	–	0.02%	207
2021 Q3	$36K	Hold	191	–	–	0.02%	206
2021 Q2	$35K	Buy	+191	New	+$34.2K	0.02%	219

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

West Branch Capital's ARE Position: Q2 2025 in Review

West Branch Capital sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 40 shares — an estimated $3.7K sold.

West Branch Capital first reported a position in ARE in Q2 2021 and held it in 16 quarters. The position peaked at $43K in Q4 2021. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

West Branch Capital reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 40 Alexandria Real Estate Equities shares in Q2 2025, an estimated $3.7K.
West Branch Capital first reported a position in Alexandria Real Estate Equities in Q2 2021 and held it in 16 quarters.
West Branch Capital's Alexandria Real Estate Equities position peaked at $43K in Q4 2021.
664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.