ARE — ALEXANDRIA REAL ESTATE EQ IN

Ownership history in SYM FINANCIAL Corp  ·  2 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ALEXANDRIA REAL ESTATE EQ IN (ARE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q2)
Avg. % of fund
0.04%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,159 -788 -15.9% 0.04% $347K $82.13
2025 Q2 INITIATED 4,947 — — 0.04% $359K $70.45
% of Fund (quarterly)    ARE price (monthly, adj. close)

Other funds also holding ARE

As of 2025 Q4 — sorted by position size

TMB Capital Partners, LLC 7.46% Waterfront Capital Partners, LLC 3Y 7Y 5.31% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 3.34% Long Pond Capital, LP 3Y 7Y 2.76% APG Asset Management US Inc. 3Y 7Y 2.57% QVIDTVM Management LLC 3Y 2.21% FLAX POND CAPITAL, LLC 2.09% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 2.01% Stonepine Capital Management, LLC 3Y 7Y 1.79% Leibman Financial Services, Inc. 1.74%
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