IFG
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Independent Financial Group’s Alexandria Real Estate Equities ARE Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-3,148
Closed -$262K – 1411
2025
Q3 		$262K Sell
3,148
-92
-3% -$7.37K 0.01% 1150
2025
Q2 		$235K Buy
+3,240
New +$241K 0.01% 1145

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Financial Group's ARE Position: Q4 2025 in Review

Independent Financial Group sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 3,148 shares — an estimated $262K sold.

Independent Financial Group first reported a position in ARE in Q2 2025 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 599 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Independent Financial Group reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,148 Alexandria Real Estate Equities shares in Q4 2025, an estimated $262K.
  • Independent Financial Group first reported a position in Alexandria Real Estate Equities in Q2 2025 and held it in 2 quarters.
  • Independent Financial Group's Alexandria Real Estate Equities position peaked at $262K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.