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 Q3	$792K	Sell	16,433 -755	-4%	-$38.3K	0.05%	280
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Naples Global Advisors's ARE Position: Q3 2026 in Review

Naples Global Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 4.4% in Q3 2026, selling an estimated $38.3K and leaving 16,433 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #280.

Naples Global Advisors first reported a position in ARE in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.42M in Q3 2025. 276 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Naples Global Advisors held 16,433 shares of Alexandria Real Estate Equities worth $792K as of Q3 2026.
Naples Global Advisors sold 755 Alexandria Real Estate Equities shares in Q3 2026, an estimated $38.3K.
Alexandria Real Estate Equities made up 0.05% of Naples Global Advisors's portfolio in Q3 2026, its #280 holding.
Naples Global Advisors first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 11 quarters since.
Naples Global Advisors's Alexandria Real Estate Equities position peaked at $4.42M in Q3 2025.
276 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.