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 Q3	$1.13M	Buy	23,831 +1,976	+9%	+$100K	0.02%	561
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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Vert Asset Management Sausalito, California $338M AUM 6.94% 1-Year Est. Return

Perigon Wealth Management's ARE Position: Q3 2026 in Review

Perigon Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 9% in Q3 2026, buying an estimated $100K and bringing the position to 23,831 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #561.

Perigon Wealth Management first reported a position in ARE in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.16M in Q2 2026. 141 funds tracked by Wall St. Rank hold ARE as of Q3 2026.

Perigon Wealth Management held 23,831 shares of Alexandria Real Estate Equities worth $1.13M as of Q3 2026.
Perigon Wealth Management bought 1,976 Alexandria Real Estate Equities shares in Q3 2026, an estimated $100K.
Alexandria Real Estate Equities made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #561 holding.
Perigon Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2016 and has held it in 8 quarters since.
Perigon Wealth Management's Alexandria Real Estate Equities position peaked at $1.16M in Q2 2026.
141 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.