Superior Planning, LLC’s Alexandria Real Estate Equities ARE Stock Holding History

Superior Planning, LLC’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
2026 Q3	$1.8K	Buy	+38	New	+$1.93K	﹤0.01%	1598

Other funds holding ARE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's ARE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Alexandria Real Estate Equities (ARE) in Q3 2026: 38 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings.

407 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Superior Planning, LLC held 38 shares of Alexandria Real Estate Equities worth $1.8K as of Q3 2026.
Alexandria Real Estate Equities was a new Superior Planning, LLC position in Q3 2026.
Alexandria Real Estate Equities made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1598 holding.
407 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.