Leibman Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

Leibman Financial Services’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	$2.45M	Buy	51,668 +850	+2%	+$43.1K	1.69%	24
2026 Q2	$2.69M	Buy	50,818 +5,787	+13%	+$277K	1.79%	27
2026 Q1	$2.09M	Sell	45,031 -4,266	-9%	-$225K	1.53%	34
2025 Q4	$2.41M	Sell	49,297 -6,831	-12%	-$402K	1.74%	26
2025 Q3	$4.68M	Buy	56,128 +11,625	+26%	+$931K	3.55%	4
2025 Q2	$3.23M	Buy	44,503 +2,272	+5%	+$169K	2.48%	17
2025 Q1	$3.91M	Buy	42,231 +651	+2%	+$63.8K	3.04%	7
2024 Q4	$4.06M	Buy	41,580 +7,322	+21%	+$803K	2.96%	8
2024 Q3	$4.07M	Buy	34,258 +9,845	+40%	+$1.17M	2.88%	15
2024 Q2	$2.86M	Buy	24,413 +3,050	+14%	+$364K	2.12%	22
2024 Q1	$2.75M	Buy	21,363 +877	+4%	+$108K	2.11%	24
2023 Q4	$2.6M	Buy	+20,486	New	+$2.2M	2.16%	23

Other funds holding ARE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Leibman Financial Services's ARE Position: Q3 2026 in Review

Leibman Financial Services increased its Alexandria Real Estate Equities (ARE) stake by 1.7% in Q3 2026, buying an estimated $43.1K and bringing the position to 51,668 shares worth $2.45M. The position accounts for 1.69% of the portfolio, ranked #24.

Leibman Financial Services first reported a position in ARE in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.68M in Q3 2025. 345 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Leibman Financial Services held 51,668 shares of Alexandria Real Estate Equities worth $2.45M as of Q3 2026.
Leibman Financial Services bought 850 Alexandria Real Estate Equities shares in Q3 2026, an estimated $43.1K.
Alexandria Real Estate Equities made up 1.69% of Leibman Financial Services's portfolio in Q3 2026, its #24 holding.
Leibman Financial Services first reported a position in Alexandria Real Estate Equities in Q4 2023 and has held it in 12 quarters since.
Leibman Financial Services's Alexandria Real Estate Equities position peaked at $4.68M in Q3 2025.
345 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

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