Gradient Investments’s Alexandria Real Estate Equities ARE Stock Holding History

Gradient Investments’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	$16.3M	Buy	342,617 +65,673	+24%	+$3.33M	0.23%	136
2026 Q2	$14.6M	Buy	276,944 +13,228	+5%	+$633K	0.2%	139
2026 Q1	$12.2M	Buy	263,716 +5,878	+2%	+$310K	0.19%	147
2025 Q4	$12.6M	Buy	257,838 +241,245	+1,454%	+$14.2M	0.2%	148
2025 Q3	$1.38M	Sell	16,593 -2,137	-11%	-$171K	0.02%	224
2025 Q2	$1.36M	Sell	18,730 -109,863	-85%	-$8.16M	0.02%	214
2025 Q1	$11.9M	Sell	128,593 -140	-0.1%	-$13.7K	0.24%	126
2024 Q4	$12.6M	Buy	128,733 +23,548	+22%	+$2.58M	0.25%	121
2024 Q3	$12.5M	Sell	105,185 -26,122	-20%	-$3.11M	0.26%	123
2024 Q2	$15.4M	Sell	131,307 -14,452	-10%	-$1.72M	0.34%	102
2024 Q1	$18.8M	Sell	145,759 -8,684	-6%	-$1.07M	0.44%	66
2023 Q4	$19.6M	Sell	154,443 -72,383	-32%	-$7.79M	0.47%	58
2023 Q3	$22.7M	Buy	226,826 +5,526	+2%	+$642K	0.6%	47
2023 Q2	$25.1M	Buy	221,300 +18,539	+9%	+$2.21M	0.65%	48
2023 Q1	$25.5M	Buy	202,761 +10,596	+6%	+$1.56M	0.69%	35
2022 Q4	$28M	Buy	+192,165	New	+$27.8M	0.88%	27
2021 Q1	–	Sell	-4	Closed	-$1K	–	1145
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1012
2020 Q3	$1K	Buy	+4	New	+$668	﹤0.01%	1017
2020 Q1	–	Sell	-4	Closed	-$1K	–	1088
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	986
2019 Q3	$1K	Buy	+4	New	+$591	﹤0.01%	968
2018 Q4	–	Sell	-59	Closed	-$7K	–	925
2018 Q3	$7K	Hold	59	–	–	﹤0.01%	676
2018 Q2	$7K	Hold	59	–	–	﹤0.01%	662
2018 Q1	$7K	Hold	59	–	–	﹤0.01%	676
2017 Q4	$8K	Buy	+59	New	+$7.43K	﹤0.01%	622
2017 Q3	–	Sell	-66	Closed	-$8K	–	261
2017 Q2	$8K	Sell	66 -78	-54%	-$9.08K	﹤0.01%	512
2017 Q1	$16K	Sell	144 -62	-30%	-$7K	﹤0.01%	437
2016 Q4	$23K	Sell	206 -112	-35%	-$12K	﹤0.01%	342
2016 Q3	$35K	Sell	318 -44,535	-99%	-$4.85M	﹤0.01%	291
2016 Q2	$4.64M	Buy	44,853 +4,459	+11%	+$426K	0.5%	37
2016 Q1	$3.67M	Buy	+40,394	New	+$3.29M	0.45%	66

Other funds holding ARE

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments's ARE Position: Q3 2026 in Review

Gradient Investments increased its Alexandria Real Estate Equities (ARE) stake by 24% in Q3 2026, buying an estimated $3.33M and bringing the position to 342,617 shares worth $16.3M. The position accounts for 0.23% of the portfolio, ranked #136.

Gradient Investments first reported a position in ARE in Q1 2016 and has held it in 30 quarters since. The position peaked at $28M in Q4 2022. 112 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Gradient Investments held 342,617 shares of Alexandria Real Estate Equities worth $16.3M as of Q3 2026.
Gradient Investments bought 65,673 Alexandria Real Estate Equities shares in Q3 2026, an estimated $3.33M.
Alexandria Real Estate Equities made up 0.23% of Gradient Investments's portfolio in Q3 2026, its #136 holding.
Gradient Investments first reported a position in Alexandria Real Estate Equities in Q1 2016 and has held it in 30 quarters since.
Gradient Investments's Alexandria Real Estate Equities position peaked at $28M in Q4 2022.
112 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.