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 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 $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

Pinnacle Wealth Planning Services's ARE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Alexandria Real Estate Equities (ARE) stake by 105% in Q1 2026, buying an estimated $8.55K and bringing the position to 316 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Pinnacle Wealth Planning Services first reported a position in ARE in Q4 2020 and has held it in 6 quarters since. The position peaked at $254K in Q1 2022. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Pinnacle Wealth Planning Services held 316 shares of Alexandria Real Estate Equities worth $14.7K as of Q1 2026.
Pinnacle Wealth Planning Services bought 162 Alexandria Real Estate Equities shares in Q1 2026, an estimated $8.55K.
Alexandria Real Estate Equities made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1841 holding.
Pinnacle Wealth Planning Services first reported a position in Alexandria Real Estate Equities in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Alexandria Real Estate Equities position peaked at $254K in Q1 2022.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.