GA
ARE icon

GoalVest Advisory’s Alexandria Real Estate Equities ARE Stock Holding History

GoalVest Advisory’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 		$4.13K Buy
+87
New +$4.42K ﹤0.01% 590
2026
Q1 		– Sell
-306
Closed -$15K – 454
2025
Q4 		$15K Buy
+306
New +$18K ﹤0.01% 385

Other funds holding ARE

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's ARE Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Alexandria Real Estate Equities (ARE) in Q3 2026: 87 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ARE as recently as Q4 2025.

GoalVest Advisory first reported a position in ARE in Q4 2025 and has held it in 2 quarters since. The position peaked at $15K in Q4 2025. 19 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • GoalVest Advisory held 87 shares of Alexandria Real Estate Equities worth $4.13K as of Q3 2026.
  • Alexandria Real Estate Equities was a new GoalVest Advisory position in Q3 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #590 holding.
  • GoalVest Advisory first reported a position in Alexandria Real Estate Equities in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's Alexandria Real Estate Equities position peaked at $15K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.