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

Newbridge Financial Services 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 Q3	–	Sell	-3	Closed	-$218	–	1295
2025 Q2	$218	Buy	+3	New	+$223	﹤0.01%	1263
2025 Q1	–	Sell	-67	Closed	-$6.54K	–	1047
2024 Q4	$6.54K	Buy	+67	New	+$7.34K	﹤0.01%	820
2024 Q3	–	Sell	-35	Closed	-$4.09K	–	686
2024 Q2	$4.09K	Hold	35	–	–	﹤0.01%	874
2024 Q1	$4.51K	Buy	+35	New	+$4.31K	﹤0.01%	904
2023 Q4	–	Sell	-35	Closed	-$3.5K	–	1150
2023 Q3	$3.5K	Hold	35	–	–	﹤0.01%	1007
2023 Q2	$3.97K	Hold	35	–	–	﹤0.01%	1047
2023 Q1	$4.4K	Sell	35 -10	-22%	-$1.47K	﹤0.01%	1093
2022 Q4	$6.55K	Hold	45	–	–	﹤0.01%	1011
2022 Q3	$6K	Buy	+45	New	+$6.91K	﹤0.01%	994

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newbridge Financial Services Group's ARE Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Alexandria Real Estate Equities (ARE) in Q3 2025, closing a stake of 3 shares — an estimated $218 sold.

Newbridge Financial Services Group first reported a position in ARE in Q3 2022 and held it in 9 quarters. The position peaked at $6.55K in Q4 2022. 702 funds tracked by Wall St. Rank hold ARE as of Q3 2025.

Newbridge Financial Services Group reported no remaining Alexandria Real Estate Equities position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 3 Alexandria Real Estate Equities shares in Q3 2025, an estimated $218.
Newbridge Financial Services Group first reported a position in Alexandria Real Estate Equities in Q3 2022 and held it in 9 quarters.
Newbridge Financial Services Group's Alexandria Real Estate Equities position peaked at $6.55K in Q4 2022.
702 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.