NFJ INVESTMENT GROUP, LLC ARE — ALEXANDRIA REAL ESTATE EQ IN

Ownership history in NFJ INVESTMENT GROUP, LLC  ·  19 quarters on record

AI Ownership Summary

NFJ INVESTMENT GROUP, LLC reported ALEXANDRIA REAL ESTATE EQ IN (ARE) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.4% in 2023 Q4. The latest visible filing shows ARE at 3.33% 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 NFJ INVESTMENT GROUP, 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
2025 Q3

ARE was reported at 3.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.4% 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.

ARE stock page NFJ INVESTMENT GROUP, LLC fund profile NFJ INVESTMENT GROUP, LLC full holdings
How NFJ INVESTMENT GROUP, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 1,161,349 +432,903 +59.4% 3.33% $96.8M 2025-11-14 $50.73
2025 Q2 ADDED — — — 728,446 +148,951 +25.7% 1.84% $52.9M 2025-08-14 $71.15
2025 Q1 REDUCED 31.4% -20.1% ✅ 579,495 -264,697 -31.4% 1.80% $53.6M 2025-05-15 $67.11
2024 Q4 REDUCED — — — 844,192 -5,301 -0.6% 2.64% $82.4M 2025-02-13 $88.62
2024 Q3 REDUCED 6.8% -17.6% ✅ 849,493 -62,009 -6.8% 2.95% $100.9M 2024-11-14 $98.78
2024 Q2 REDUCED — — — 911,502 -37,842 -4.0% 3.27% $106.6M 2024-08-14 $102.20
2024 Q1 REDUCED — — — 949,344 -19,754 -2.0% 3.34% $122.4M 2024-05-15 $111.71
2023 Q4 REDUCED 6.7% +0.0% ❌ 969,098 -69,997 -6.7% 3.40% $122.9M 2024-02-15 $105.45
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 NFJ INVESTMENT GROUP, 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 NFJ INVESTMENT GROUP, LLC reported owning ARE?

NFJ INVESTMENT GROUP, LLC reported ARE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ARE position in NFJ INVESTMENT GROUP, LLC's portfolio?

The largest reported portfolio weight for ARE was 3.40% in 2023 Q4.

What is the latest reported ARE position on this page?

The most recent filing on this page is 2025 Q3, when NFJ INVESTMENT GROUP, LLC reported 1,161,349 shares, equal to 3.33% of portfolio, with an estimated market value of $96.8M.

What does the chart on this ARE ownership page compare?

The chart compares NFJ INVESTMENT GROUP, 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.

How well did NFJ INVESTMENT GROUP, LLC time their ARE position?

Based on 13F filing dates vs. subsequent ARE price moves, NFJ INVESTMENT GROUP, LLC correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on ARE relative to SPY over the holding period was -29.2%.

← Back to NFJ INVESTMENT GROUP, LLC Holdings