ARE ALEXANDRIA REAL ESTATE EQTIES COM

Ownership history in BAMCO INC /NY/  ·  70 quarters on record

AI Ownership Summary

BAMCO INC /NY/ reported ALEXANDRIA REAL ESTATE EQTIES COM (ARE) in 70 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.42% in 2023 Q4. The latest visible filing shows ARE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAMCO INC /NY/'s position in ALEXANDRIA REAL ESTATE EQTIES COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ARE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAMCO INC /NY/ held ARE — position size vs. price
% of Fund (quarterly)    ARE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20,104 -135,902 -87.1% 0.00% $1.7M 2025-11-14 $51.53
2025 Q2 REDUCED 156,006 -40,320 -20.5% 0.03% $11.3M 2025-08-14 $72.28
2025 Q1 REDUCED 196,326 -490,506 -71.4% 0.05% $18.2M 2025-05-15 $68.17
2024 Q4 REDUCED 686,832 -153,323 -18.2% 0.17% $67.0M 2025-02-14 $89.11
2024 Q3 REDUCED 840,155 -205,075 -19.6% 0.26% $99.8M 2024-11-14 $100.34
2024 Q2 REDUCED 1,045,230 -157,786 -13.1% 0.35% $122.3M 2024-08-14 $103.82
2024 Q1 REDUCED 1,203,016 -29,633 -2.4% 0.41% $155.1M 2024-05-15 $113.47
2023 Q4 ADDED 1,232,649 +30,276 +2.5% 0.42% $156.3M 2024-02-14 $101.70
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAMCO INC /NY/ and ARE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAMCO INC /NY/ reported owning ARE?

BAMCO INC /NY/ reported ARE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ARE position in BAMCO INC /NY/'s portfolio?

The largest reported portfolio weight for ARE was 0.42% in 2023 Q4.

What is the latest reported ARE position on this page?

The most recent filing on this page is 2025 Q3, when BAMCO INC /NY/ reported 20,104 shares, equal to 0.00% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ARE ownership page compare?

The chart compares BAMCO INC /NY/'s quarterly ARE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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