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ARE icon

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
2025
Q4 		– Sell
-1,000
Closed -$83.3K – 1009
2025
Q3 		$83.3K Buy
+1,000
New +$80.1K 0.02% 426
2018
Q3 		– Sell
-20
Closed -$252K – 196
2018
Q2 		$252K Buy
+20
New +$2.5K 0.04% 189

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 598 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.
  • 598 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.