BBJS FINANCIAL ADVISORS, LLC ARE — ALEXANDRIA REAL ESTATE EQ IN

Ownership history in BBJS FINANCIAL ADVISORS, LLC  ·  3 quarters on record

AI Ownership Summary

BBJS FINANCIAL ADVISORS, LLC reported ALEXANDRIA REAL ESTATE EQ IN (ARE) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 0.31% in 2024 Q1. The latest visible filing shows ARE at 0.22% 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.

What this ARE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BBJS FINANCIAL ADVISORS, LLC's position in ALEXANDRIA REAL ESTATE EQ IN, 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
2024 Q3

ARE was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2024 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.

ARE stock page BBJS FINANCIAL ADVISORS, LLC fund profile BBJS FINANCIAL ADVISORS, LLC full holdings
How BBJS FINANCIAL ADVISORS, LLC held ARE — position size vs. price
% of Fund (quarterly)    ARE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 5,308 -33 -0.6% 0.22% $630K 2024-11-14 (Est.) $98.78
2024 Q2 REDUCED 20.3% +2.6% ❌ 5,341 -1,362 -20.3% 0.23% $625K 2024-07-16 $115.15
2024 Q1 INITIATED — — — 6,703 — — 0.31% $864K 2024-05-06 $106.98

🏢 Other funds also holding ARE

As of 2026 Q1 — sorted by position size

TOWN LANE MANAGEMENT LP 37.93% Waterfront Capital Partners, LLC 3Y 7Y 5.31% TT Capital Management LLC 3.69% Bayhunt Capital LLC 3.1% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 2.77% APG Asset Management US Inc. 3Y 7Y 2.33% QVIDTVM Management LLC 3Y 2.28% FLAX POND CAPITAL, LLC 2.15% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 1.78% TMB Capital Partners, LLC 1.66%

FAQ About BBJS FINANCIAL ADVISORS, LLC and ARE

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

How long has BBJS FINANCIAL ADVISORS, LLC reported owning ARE?

BBJS FINANCIAL ADVISORS, LLC reported ARE across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported ARE position in BBJS FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ARE was 0.31% in 2024 Q1.

What is the latest reported ARE position on this page?

The most recent filing on this page is 2024 Q3, when BBJS FINANCIAL ADVISORS, LLC reported 5,308 shares, equal to 0.22% of portfolio, with an estimated market value of $630K.

What does the chart on this ARE ownership page compare?

The chart compares BBJS FINANCIAL ADVISORS, LLC'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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