ARE — ALEXANDRIA REAL ESTATE EQ IN

Ownership history in Socorro Asset Management LP  ·  20 quarters on record

AI Ownership Summary

Socorro Asset Management LP reported ALEXANDRIA REAL ESTATE EQ IN (ARE) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 4.3% in 2023 Q4. The latest visible filing shows ARE at 1.87% 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 Socorro Asset Management LP'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 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.3% 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 Socorro Asset Management LP fund profile Socorro Asset Management LP full holdings
How Socorro Asset Management LP 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 ADDED 62,346 +37,214 +148.1% 1.87% $5.2M 2025-11-14 $50.73
2025 Q2 UNCHANGED 25,132 — 0% 0.61% $1.8M 2025-08-14 $71.15
2025 Q1 UNCHANGED 25,132 — 0% 0.80% $2.3M 2025-05-15 $67.11
2024 Q4 REDUCED 25,132 -53,909 -68.2% 0.96% $2.5M 2025-02-14 $87.72
2024 Q3 ADDED 79,041 +195 +0.2% 3.56% $9.4M 2024-11-14 $98.78
2024 Q2 UNCHANGED 78,846 — 0% 3.59% $9.2M 2024-08-14 $102.20
2024 Q1 ADDED 78,846 +2,069 +2.7% 3.88% $10.2M 2024-05-15 $111.71
2023 Q4 ADDED 76,777 +2,668 +3.6% 4.30% $9.7M 2024-02-13 $99.61
12 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

Leibman Financial Services, Inc. 1.53% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.08% Oak Thistle LLC 3Y 0.64% Pensionfund PDN 3Y 7Y 0.5% Pensionfund Sabic 3Y 7Y 0.49% Cascade Investment Advisors, Inc. 3Y 7Y 0.39% ADVOCATE GROUP LLC 3Y 0.2% Gradient Investments LLC 3Y 7Y 0.19% Marex Group plc 0.13% Washington Trust Advisors, Inc. 3Y 0.12%

FAQ About Socorro Asset Management LP and ARE

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

How long has Socorro Asset Management LP reported owning ARE?

Socorro Asset Management LP reported ARE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ARE position in Socorro Asset Management LP's portfolio?

The largest reported portfolio weight for ARE was 4.30% in 2023 Q4.

What is the latest reported ARE position on this page?

The most recent filing on this page is 2025 Q3, when Socorro Asset Management LP reported 62,346 shares, equal to 1.87% of portfolio, with an estimated market value of $5.2M.

What does the chart on this ARE ownership page compare?

The chart compares Socorro Asset Management LP'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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