Merit Financial Group’s Alexandria Real Estate Equities ARE Stock Holding History

Merit Financial Group’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	$3.65M	Buy	69,096 +31,981	+86%	+$1.53M	0.02%	520
2026 Q1	$1.72M	Buy	37,115 +15,314	+70%	+$808K	0.01%	737
2025 Q4	$1.07M	Buy	21,801 +2,810	+15%	+$165K	0.01%	922
2025 Q3	$1.58M	Buy	18,991 +69	+0.4%	+$5.53K	0.01%	659
2025 Q2	$1.37M	Buy	18,922 +10,335	+120%	+$768K	0.02%	648
2025 Q1	$794K	Buy	8,587 +6,255	+268%	+$613K	0.01%	746
2024 Q4	$228K	Buy	+2,332	New	+$256K	﹤0.01%	1046

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merit Financial Group's ARE Position: Q2 2026 in Review

Merit Financial Group increased its Alexandria Real Estate Equities (ARE) stake by 86% in Q2 2026, buying an estimated $1.53M and bringing the position to 69,096 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #520.

Merit Financial Group first reported a position in ARE in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Merit Financial Group held 69,096 shares of Alexandria Real Estate Equities worth $3.65M as of Q2 2026.
Merit Financial Group bought 31,981 Alexandria Real Estate Equities shares in Q2 2026, an estimated $1.53M.
Alexandria Real Estate Equities made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #520 holding.
Merit Financial Group first reported a position in Alexandria Real Estate Equities in Q4 2024 and has held it in 7 quarters since.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.