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

Jefferies 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	-6,013	Closed	-$501K	–	1848
2025 Q3	$501K	Sell	6,013 -5,682	-49%	-$455K	﹤0.01%	1083
2025 Q2	$849K	Sell	11,695 -1,002	-8%	-$74.4K	0.01%	776
2025 Q1	$1.17M	Buy	12,697 +7,317	+136%	+$717K	0.01%	753
2024 Q4	$525K	Buy	5,380 +234	+5%	+$25.7K	﹤0.01%	1087
2024 Q3	$611K	Buy	+5,146	New	+$613K	﹤0.01%	928
2024 Q1	–	Sell	-21,000	Closed	-$2.66M	–	1599
2023 Q4	$2.66M	Buy	21,000 +11,500	+121%	+$1.24M	0.02%	604
2023 Q3	$951K	Buy	9,500 +870	+10%	+$101K	0.01%	851
2023 Q2	$979K	Buy	+8,630	New	+$1.03M	0.01%	929

Other funds holding ARE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Jefferies Financial Group sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 6,013 shares — an estimated $501K sold.

Jefferies Financial Group first reported a position in ARE in Q2 2023 and held it in 8 quarters. The position peaked at $2.66M in Q4 2023. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

Jefferies Financial Group reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 6,013 Alexandria Real Estate Equities shares in Q4 2025, an estimated $501K.
Jefferies Financial Group first reported a position in Alexandria Real Estate Equities in Q2 2023 and held it in 8 quarters.
Jefferies Financial Group's Alexandria Real Estate Equities position peaked at $2.66M in Q4 2023.
600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.