Financial Gravity Asset Management’s Alexandria Real Estate Equities ARE Stock Holding History

Financial Gravity Asset Management’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 Q3	–	Hold	0	–	–	–	911
2024 Q2	–	Sell	-1	Closed	-$190	–	1432
2024 Q1	$190	Hold	1	–	–	﹤0.01%	939
2023 Q4	$189	Buy	+1	New	+$108	﹤0.01%	1049
2021 Q3	–	Hold	0	–	–	–	195
2019 Q2	–	Sell	-35	Closed	-$5K	–	1227
2019 Q1	$5K	Buy	+35	New	+$4.61K	﹤0.01%	666

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's ARE Position: Q3 2025 in Review

Financial Gravity Asset Management held its Alexandria Real Estate Equities (ARE) position steady in Q3 2025 at 0 shares worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Financial Gravity Asset Management first reported a position in ARE in Q1 2019 and has held it in 3 quarters since. The position peaked at $5K in Q1 2019. 704 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

Financial Gravity Asset Management held 0 shares of Alexandria Real Estate Equities worth $32 as of Q3 2025.
Financial Gravity Asset Management left its Alexandria Real Estate Equities share count unchanged in Q3 2025.
Alexandria Real Estate Equities made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2025, its #911 holding.
Financial Gravity Asset Management first reported a position in Alexandria Real Estate Equities in Q1 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's Alexandria Real Estate Equities position peaked at $5K in Q1 2019.
704 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Financial Gravity Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.