Naples Global Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Naples Global Advisors’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	$921K	Sell	17,188 -775	-4%	-$37.1K	0.06%	252
2026 Q1	$845K	Sell	17,963 -2,149	-11%	-$113K	0.06%	253
2025 Q4	$997K	Sell	20,112 -32,177	-62%	-$1.89M	0.07%	237
2025 Q3	$4.42M	Buy	52,289 +24,611	+89%	+$1.97M	0.34%	83
2025 Q2	$2.05M	Sell	27,678 -2,302	-8%	-$171K	0.18%	148
2025 Q1	$2.81M	Buy	29,980 +2,623	+10%	+$257K	0.27%	105
2024 Q4	$2.7M	Buy	27,357 +26	+0.1%	+$2.85K	0.25%	107
2024 Q3	$3.28M	Buy	27,331 +3,986	+17%	+$475K	0.31%	97
2024 Q2	$2.76M	Buy	23,345 +2,915	+14%	+$347K	0.28%	101
2024 Q1	$2.66M	Buy	+20,430	New	+$2.52M	0.27%	108

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

Naples Global Advisors's ARE Position: Q2 2026 in Review

Naples Global Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 4.3% in Q2 2026, selling an estimated $37.1K and leaving 17,188 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #252.

Naples Global Advisors first reported a position in ARE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.42M in Q3 2025. 596 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Naples Global Advisors held 17,188 shares of Alexandria Real Estate Equities worth $921K as of Q2 2026.
Naples Global Advisors sold 775 Alexandria Real Estate Equities shares in Q2 2026, an estimated $37.1K.
Alexandria Real Estate Equities made up 0.06% of Naples Global Advisors's portfolio in Q2 2026, its #252 holding.
Naples Global Advisors first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 10 quarters since.
Naples Global Advisors's Alexandria Real Estate Equities position peaked at $4.42M in Q3 2025.
596 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.