SSG
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's ARE Position: Q1 2026 in Review

Summit Securities Group reduced its Alexandria Real Estate Equities (ARE) stake by 99% in Q1 2026, selling an estimated $143K and leaving 26 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Summit Securities Group first reported a position in ARE in Q1 2017 and has held it in 17 quarters since. The position peaked at $413K in Q1 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Summit Securities Group held 26 shares of Alexandria Real Estate Equities worth $1.21K as of Q1 2026.
  • Summit Securities Group sold 2,706 Alexandria Real Estate Equities shares in Q1 2026, an estimated $143K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #984 holding.
  • Summit Securities Group first reported a position in Alexandria Real Estate Equities in Q1 2017 and has held it in 17 quarters since.
  • Summit Securities Group's Alexandria Real Estate Equities position peaked at $413K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.