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

Perigon 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 Q1	$975K	Buy	+20,997	New	+$1.11M	0.02%	546
2023 Q2	–	Sell	-2,554	Closed	-$321K	–	781
2023 Q1	$321K	Buy	2,554 +265	+12%	+$38.9K	0.02%	522
2022 Q4	$333K	Buy	+2,289	New	+$331K	0.02%	500
2021 Q1	–	Sell	-138	Closed	-$25K	–	516
2020 Q4	$25K	Buy	+138	New	+$22.8K	﹤0.01%	961
2017 Q2	–	Sell	-990	Closed	-$110K	–	576
2017 Q1	$110K	Buy	990 +790	+395%	+$89.2K	0.02%	293
2016 Q4	$24K	Buy	+200	New	+$21.5K	0.01%	437

Other funds holding ARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's ARE Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2026: 20,997 shares worth $975K. The stake represents 0.02% of the portfolio and ranks #546 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in ARE as recently as Q1 2023.

Perigon Wealth Management first reported a position in ARE in Q4 2016 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Perigon Wealth Management held 20,997 shares of Alexandria Real Estate Equities worth $975K as of Q1 2026.
Alexandria Real Estate Equities was a new Perigon Wealth Management position in Q1 2026.
Alexandria Real Estate Equities made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #546 holding.
Perigon Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2016 and has held it in 6 quarters since.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.