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Gries Financial’s Alexandria Real Estate Equities ARE Stock Holding History

Gries Financial’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 		$200K Sell
2,403
-890
-27% -$71.3K 0.03% 315
2025
Q2 		$239K Buy
+3,293
New +$245K 0.04% 252

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gries Financial's ARE Position: Q3 2025 in Review

Gries Financial reduced its Alexandria Real Estate Equities (ARE) stake by 27% in Q3 2025, selling an estimated $71.3K and leaving 2,403 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #315.

Gries Financial first reported a position in ARE in Q2 2025 and has held it in 2 quarters since. The position peaked at $239K in Q2 2025. 702 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

  • Gries Financial held 2,403 shares of Alexandria Real Estate Equities worth $200K as of Q3 2025.
  • Gries Financial sold 890 Alexandria Real Estate Equities shares in Q3 2025, an estimated $71.3K.
  • Alexandria Real Estate Equities made up 0.03% of Gries Financial's portfolio in Q3 2025, its #315 holding.
  • Gries Financial first reported a position in Alexandria Real Estate Equities in Q2 2025 and has held it in 2 quarters since.
  • Gries Financial's Alexandria Real Estate Equities position peaked at $239K in Q2 2025.
  • 702 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.