Pinnacle Wealth Planning Services’s Alexandria Real Estate Equities ARE Stock Holding History

Pinnacle Wealth Planning Services’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	$19.3K	Buy	366 +50	+16%	+$2.39K	﹤0.01%	1795
2026 Q1	$14.7K	Buy	316 +162	+105%	+$8.55K	﹤0.01%	1841
2025 Q4	$7.54K	Buy	+154	New	+$9.06K	﹤0.01%	2128
2022 Q4	–	Sell	-1,480	Closed	-$207K	–	453
2022 Q3	$207K	Buy	1,480 +48	+3%	+$7.37K	0.04%	319
2022 Q2	$208K	Buy	1,432 +171	+14%	+$29K	0.04%	338
2022 Q1	$254K	Buy	+1,261	New	+$246K	0.05%	311
2021 Q1	–	Sell	-507	Closed	-$91K	–	447
2020 Q4	$91K	Buy	+507	New	+$83.8K	0.02%	508

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

Pinnacle Wealth Planning Services's ARE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Alexandria Real Estate Equities (ARE) stake by 16% in Q2 2026, buying an estimated $2.39K and bringing the position to 366 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Pinnacle Wealth Planning Services first reported a position in ARE in Q4 2020 and has held it in 7 quarters since. The position peaked at $254K in Q1 2022. 597 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Pinnacle Wealth Planning Services held 366 shares of Alexandria Real Estate Equities worth $19.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 50 Alexandria Real Estate Equities shares in Q2 2026, an estimated $2.39K.
Alexandria Real Estate Equities made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1795 holding.
Pinnacle Wealth Planning Services first reported a position in Alexandria Real Estate Equities in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Alexandria Real Estate Equities position peaked at $254K in Q1 2022.
597 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.