ClearBridge Investments reported underperformance in its Mid Cap Strategy Q4 2025 investor letter, with returns lagging the Russell Midcap Index due to market leadership and sentiment-driven trading. Weakness in tech and real estate holdings offset gains in select consumer discretionary stocks. The firm expressed cautious optimism for active stock selection in 2025.

Alexandria Real Estate Equities Inc. (NYSE:ARE) is a life-science–focused office REIT with a one-month return of 16.03%. Shares have traded between $44.10 to $105.14 over the last 52 weeks, closing at $57.16 on January 26, 2026. The stock faced pressure due to a decline in biopharma research spending, leading to a dividend cut and an exit from the position by ClearBridge Investments.

Alexandria Real Estate Equities Inc. (NYSE:ARE) stock fell amid concerns of a dividend cut, impacting leasing demand and rental growth expectations. Despite being held by 31 hedge fund portfolios, the company is not among the 30 most popular stocks. ClearBridge Investments exited its position due to ongoing uncertainty and the dividend cut, favoring AI stocks for higher returns.

Read more at Yahoo Finance: Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns