Krilogy Financial
ARE icon

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

Krilogy 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
2026
Q3 		$846K Sell
19,176
-2,103
-10% -$107K 0.02% 467
2026
Q2 		$1.12M Buy
+21,279
New +$1.02M 0.03% 355
2025
Q4 		– Sell
-6,746
Closed -$367K – 926
2025
Q3 		$367K Buy
+6,746
New +$540K 0.01% 619

Other funds holding ARE

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Krilogy Financial's ARE Position: Q3 2026 in Review

Krilogy Financial reduced its Alexandria Real Estate Equities (ARE) stake by 9.9% in Q3 2026, selling an estimated $107K and leaving 19,176 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #467.

Krilogy Financial first reported a position in ARE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q2 2026. 124 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

  • Krilogy Financial held 19,176 shares of Alexandria Real Estate Equities worth $846K as of Q3 2026.
  • Krilogy Financial sold 2,103 Alexandria Real Estate Equities shares in Q3 2026, an estimated $107K.
  • Alexandria Real Estate Equities made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #467 holding.
  • Krilogy Financial first reported a position in Alexandria Real Estate Equities in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Alexandria Real Estate Equities position peaked at $1.12M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.