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Alexandria Real Estate Equities shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Alexandria Real Estate Equities (ARE) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Alexandria Real Estate Equities

Tip: Access up to 7 years of quarterly data

All positions including Alexandria Real Estate Equities held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alexandria Real Estate Equities by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 3.0k 79.99
2025-06-30 $284k 3.7k 77.02

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Select Sector Spdr Tr Technology (XLK)
Abbvie (ABBV)
Williams Companies (WMB)
Apple (AAPL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
TJX Companies (TJX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Visa Com Cl A (V)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Phillips Wealth Planners

Top funds holding Alexandria Real Estate Equities

Vanguard Group
BlackRock
State Street Corporation
APG Asset Management US
Geode Capital Management
Invesco
Capital World Investors
Jpmorgan Chase & Co
Northern Trust
AQR Capital Management
Charles Schwab Investment Management
Goldman Sachs Group
Dimensional Fund Advisors
Legal & General Group
Morgan Stanley

View all funds holding Alexandria Real Estate Equities