FSA Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

FSA Wealth 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	$5.4K	Buy	65 +1	+2%	+$80	﹤0.01%	392
2025 Q2	$4.63K	Buy	64 +1	+2%	+$74	﹤0.01%	394
2025 Q1	$5.8K	Buy	63 +1	+2%	+$98	﹤0.01%	340
2024 Q4	$6.04K	Buy	62 +1	+2%	+$110	﹤0.01%	369
2024 Q3	$7.27K	Buy	+61	New	+$7.27K	﹤0.01%	353
2024 Q1	$7.73K	Buy	60 +1	+2%	+$123	﹤0.01%	369
2023 Q4	$8K	Buy	+59	New	+$6.35K	﹤0.01%	344

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSA Wealth Management's ARE Position: Q3 2025 in Review

FSA Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 1.6% in Q3 2025, buying an estimated $80 and bringing the position to 65 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

FSA Wealth Management first reported a position in ARE in Q4 2023 and has held it in 7 quarters since. The position peaked at $8K in Q4 2023. 702 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

FSA Wealth Management held 65 shares of Alexandria Real Estate Equities worth $5.4K as of Q3 2025.
FSA Wealth Management bought 1 Alexandria Real Estate Equities share in Q3 2025, an estimated $80.
Alexandria Real Estate Equities made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #392 holding.
FSA Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Alexandria Real Estate Equities position peaked at $8K in Q4 2023.
702 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.