Whalen Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Whalen Wealth 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
2024 Q4	–	Sell	-5,801	Closed	-$689K	–	143
2024 Q3	$689K	Sell	5,801 -214	-4%	-$25.5K	0.49%	55
2024 Q2	$704K	Buy	+6,015	New	+$717K	0.56%	34
2024 Q1	–	Sell	-3,070	Closed	-$389K	–	118
2023 Q4	$389K	Buy	+3,070	New	+$330K	0.35%	81

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

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

Whalen Wealth Management's ARE Position: Q4 2024 in Review

Whalen Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 5,801 shares — an estimated $689K sold.

Whalen Wealth Management first reported a position in ARE in Q4 2023 and held it in 3 quarters. The position peaked at $704K in Q2 2024. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

Whalen Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
Whalen Wealth Management sold 5,801 Alexandria Real Estate Equities shares in Q4 2024, an estimated $689K.
Whalen Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2023 and held it in 3 quarters.
Whalen Wealth Management's Alexandria Real Estate Equities position peaked at $704K in Q2 2024.
658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.