ARE β€” ALEXANDRIA REAL ESTATE EQ IN

Ownership history in Activest Wealth Management  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in ALEXANDRIA REAL ESTATE EQ IN (ARE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Activest Wealth Management Γ— ARE AI Analytics

πŸ“‰ Activest Wealth Management underperformed the S&P 500 by –44.7% annually on this ARE position. Average cost basis: $76.86. Maximum drawdown during holding period: –20.1%.

πŸ“ˆ Position Alpha vs SPY
-44.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 44.7% ann.
2 quarters analyzed

πŸ’° Entry Quality
$76.86
+6.9% vs current ($82.13)

Best entry: $70.45 (2025 Q2)  Β·  Worst: $88.12 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–20.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ARE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22 +3 +15.8% 0.00% $2K $82.13
2025 Q2 ADDED 19 +13 +216.7% 0.00% $1K $70.45
2025 Q1 INITIATED 6 β€” β€” 0.00% $555 $88.12

🏒 Other funds also holding ARE

As of 2025 Q4 β€” sorted by position size

TMB Capital Partners, LLC 7.46% Waterfront Capital Partners, LLC 3Y 7Y 5.31% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 3.34% Long Pond Capital, LP 3Y 7Y 2.76% APG Asset Management US Inc. 3Y 7Y 2.57% QVIDTVM Management LLC 3Y 2.21% FLAX POND CAPITAL, LLC 2.09% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 2.01% Stonepine Capital Management, LLC 3Y 7Y 1.79% Leibman Financial Services, Inc. 1.74%
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