Winnow Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Winnow Wealth’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	-5	Closed	-$391	–	206
2025 Q1	$391	Buy	5 +2	+67%	+$196	﹤0.01%	540
2024 Q4	$275	Buy	+3	New	+$329	﹤0.01%	542

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winnow Wealth's ARE Position: Q2 2025 in Review

Winnow Wealth sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 5 shares — an estimated $391 sold.

Winnow Wealth first reported a position in ARE in Q4 2024 and held it in 2 quarters. The position peaked at $391 in Q1 2025. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

Winnow Wealth reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 5 Alexandria Real Estate Equities shares in Q2 2025, an estimated $391.
Winnow Wealth first reported a position in Alexandria Real Estate Equities in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Alexandria Real Estate Equities position peaked at $391 in Q1 2025.
664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.