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Summit Securities Group’s Alexandria Real Estate Equities ARE Stock Holding History

Summit Securities Group’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 		$81.1K Buy
1,534
+1,508
+5,800% +$72.1K 0.01% 472
2026
Q1 		$1.21K Sell
26
-2,706
-99% -$143K ﹤0.01% 984
2025
Q4 		$134K Buy
2,732
+763
+39% +$44.9K 0.02% 410
2025
Q3 		$164K Buy
1,969
+1,865
+1,793% +$149K 0.03% 294
2025
Q2 		$7.55K Sell
104
-588
-85% -$43.7K ﹤0.01% 928
2025
Q1 		$64K Buy
+692
New +$67.8K 0.01% 283
2024
Q2 		– Sell
-3,200
Closed -$413K – 573
2024
Q1 		$413K Buy
3,200
+500
+19% +$61.6K 0.07% 111
2023
Q4 		$342K Buy
+2,700
New +$291K 0.03% 216
2023
Q3 		– Sell
-206
Closed -$23K – 565
2023
Q2 		$23K Sell
206
-103
-33% -$12.3K ﹤0.01% 589
2023
Q1 		$39K Buy
309
+158
+105% +$23.2K ﹤0.01% 477
2022
Q4 		$22K Sell
151
-1,725
-92% -$249K ﹤0.01% 885
2022
Q3 		$263K Buy
1,876
+1,564
+501% +$240K 0.02% 370
2022
Q2 		$45K Buy
312
+252
+420% +$42.8K 0.01% 573
2022
Q1 		$12K Buy
+60
New +$11.7K ﹤0.01% 802
2021
Q2 		– Sell
-1,400
Closed -$230K – 699
2021
Q1 		$230K Sell
1,400
-800
-36% -$133K 0.03% 502
2020
Q4 		$392K Buy
+2,200
New +$364K 0.03% 408
2018
Q3 		– Sell
-2,000
Closed -$252K – 195
2018
Q2 		$252K Buy
+2,000
New +$250K 0.04% 188
2017
Q2 		– Sell
-1,874
Closed -$207K – 240
2017
Q1 		$207K Buy
+1,874
New +$212K 0.06% 277

Other funds holding ARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Summit Securities Group's ARE Position: Q2 2026 in Review

Summit Securities Group increased its Alexandria Real Estate Equities (ARE) stake by 5,800% in Q2 2026, buying an estimated $72.1K and bringing the position to 1,534 shares worth $81.1K. The position accounts for 0.01% of the portfolio, ranked #472.

Summit Securities Group first reported a position in ARE in Q1 2017 and has held it in 18 quarters since. The position peaked at $413K in Q1 2024. 593 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

  • Summit Securities Group held 1,534 shares of Alexandria Real Estate Equities worth $81.1K as of Q2 2026.
  • Summit Securities Group bought 1,508 Alexandria Real Estate Equities shares in Q2 2026, an estimated $72.1K.
  • Alexandria Real Estate Equities made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #472 holding.
  • Summit Securities Group first reported a position in Alexandria Real Estate Equities in Q1 2017 and has held it in 18 quarters since.
  • Summit Securities Group's Alexandria Real Estate Equities position peaked at $413K in Q1 2024.
  • 593 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.