YDMI
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Y.D. More Investments’s Alexandria Real Estate Equities ARE Stock Holding History

Y.D. More Investments’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
-1,800
Closed -$167K – 455
2025
Q1 		$167K Hold
1,800
– – 0.01% 221
2024
Q4 		$176K Hold
1,800
– – 0.02% 198
2024
Q3 		$214K Hold
1,800
– – 0.02% 187
2024
Q2 		$211K Hold
1,800
– – 0.02% 182
2024
Q1 		$232K Buy
1,800
+1,025
+132% +$126K 0.04% 163
2023
Q4 		$98.2K Buy
+775
New +$83.4K 0.02% 202
2023
Q3 		– Sell
-8
Closed -$908 – 340
2023
Q2 		$908 Buy
8
+4
+100% +$476 ﹤0.01% 321
2023
Q1 		$502 Buy
4
+3
+300% +$441 ﹤0.01% 346
2022
Q4 		$145 Buy
+1
New +$145 ﹤0.01% 405

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Y.D. More Investments's ARE Position: Q2 2025 in Review

Y.D. More Investments sold out of Alexandria Real Estate Equities (ARE) in Q2 2025, closing a stake of 1,800 shares — an estimated $167K sold.

Y.D. More Investments first reported a position in ARE in Q4 2022 and held it in 9 quarters. The position peaked at $232K in Q1 2024. 664 funds tracked by Wall St. Rank hold ARE as of Q2 2025.

  • Y.D. More Investments reported no remaining Alexandria Real Estate Equities position as of Q2 2025 after selling out during the quarter.
  • Y.D. More Investments sold 1,800 Alexandria Real Estate Equities shares in Q2 2025, an estimated $167K.
  • Y.D. More Investments first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 9 quarters.
  • Y.D. More Investments's Alexandria Real Estate Equities position peaked at $232K in Q1 2024.
  • 664 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2025.

Based on Y.D. More Investments's 13F filing for Q2 2025, filed 11 Aug 2025.