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 Q2	$1.16M	Buy	21,855 +858	+4%	+$41K	0.02%	545
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 $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

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

Perigon Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 4.1% in Q2 2026, buying an estimated $41K and bringing the position to 21,855 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #545.

Perigon Wealth Management first reported a position in ARE in Q4 2016 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Perigon Wealth Management held 21,855 shares of Alexandria Real Estate Equities worth $1.16M as of Q2 2026.
Perigon Wealth Management bought 858 Alexandria Real Estate Equities shares in Q2 2026, an estimated $41K.
Alexandria Real Estate Equities made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #545 holding.
Perigon Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2016 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.