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Warden Capital's investment thesis on Alexandria Real Estate Equities ($ARE) — Q4 2025 | Buyside Digest

$ARENYSEAlexandria Real Estate Equities

BULL

Warden Capital—ARE

Fund Letter

Q4 2025

Published February 2, 2026

$52.90USD

+0.5% vs last month

$55.90Pitched

-5.4% since pitch

Market Cap$8.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Warden Capital reported a flat 0.8% net return for 2025, underperforming the S&P 500's ~17.08% and the REIT index's 2.87%. The weak performance...

— Hawkins Entrekin

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