Mather Group’s Alexandria Real Estate Equities ARE Stock Holding History

Mather 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
2026 Q3	$49.5K	Sell	1,042 -40	-4%	-$2.03K	﹤0.01%	1165
2026 Q2	$57.2K	Buy	1,082 +472	+77%	+$22.6K	﹤0.01%	1073
2026 Q1	$28.3K	Buy	+610	New	+$32.2K	﹤0.01%	1200
2025 Q4	–	Sell	-131	Closed	-$10.9K	–	698
2025 Q3	$10.9K	Buy	+131	New	+$10.5K	﹤0.01%	1253
2025 Q2	–	Sell	-622	Closed	-$57.5K	–	669
2025 Q1	$57.5K	Buy	622 +479	+335%	+$46.9K	﹤0.01%	871
2024 Q4	$13.9K	Sell	143 -69	-33%	-$7.56K	﹤0.01%	1161
2024 Q3	$25.2K	Sell	212 -31	-13%	-$3.69K	﹤0.01%	1018
2024 Q2	$31.3K	Buy	243 +3	+1%	+$358	﹤0.01%	1141
2024 Q1	$30.4K	Buy	+240	New	+$29.6K	﹤0.01%	973

Other funds holding ARE

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mather Group's ARE Position: Q3 2026 in Review

Mather Group reduced its Alexandria Real Estate Equities (ARE) stake by 3.7% in Q3 2026, selling an estimated $2.03K and leaving 1,042 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Mather Group first reported a position in ARE in Q1 2024 and has held it in 9 quarters since. The position peaked at $57.5K in Q1 2025. 98 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Mather Group held 1,042 shares of Alexandria Real Estate Equities worth $49.5K as of Q3 2026.
Mather Group sold 40 Alexandria Real Estate Equities shares in Q3 2026, an estimated $2.03K.
Alexandria Real Estate Equities made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1165 holding.
Mather Group first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 9 quarters since.
Mather Group's Alexandria Real Estate Equities position peaked at $57.5K in Q1 2025.
98 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.