AWM
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Apollon Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Apollon Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
+21,223
New +$1.02M 0.01% 688
2025
Q1 		– Sell
-3,317
Closed -$324K – 1210
2024
Q4 		$324K Buy
3,317
+764
+30% +$83.8K 0.01% 912
2024
Q3 		$303K Buy
2,553
+587
+30% +$69.9K 0.01% 907
2024
Q2 		$230K Sell
1,966
-472
-19% -$56.3K 0.01% 961
2024
Q1 		$314K Buy
+2,438
New +$300K 0.01% 848
2023
Q1 		– Sell
-1,936
Closed -$282K – 874
2022
Q4 		$282K Buy
+1,936
New +$280K 0.02% 678

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Apollon Wealth Management's ARE Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q2 2026: 21,223 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in ARE as recently as Q4 2024.

Apollon Wealth Management first reported a position in ARE in Q4 2022 and has held it in 6 quarters since. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Apollon Wealth Management held 21,223 shares of Alexandria Real Estate Equities worth $1.12M as of Q2 2026.
  • Alexandria Real Estate Equities was a new Apollon Wealth Management position in Q2 2026.
  • Alexandria Real Estate Equities made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #688 holding.
  • Apollon Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2022 and has held it in 6 quarters since.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.