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Naples Global Advisors, LLC

SEC CIK
0001582151
Latest filing
Jul 23, 2026

ARE holding history

Alexandria Real Estate Equities, Inc. in every 13F filed by Naples Global Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARE overviewAll 13F holders of AREFull Q2 2026 holdings

Shares (Q2 2026)
17,188
Value
$920.8K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of ARE by Naples Global Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,188$920.8K0.1%−775−4.3%ReducedHolders
Q1 202617,963$845.5K0.1%−2,149−10.7%ReducedHolders
Q4 202520,112$997.4K0.1%−32,177−61.5%ReducedHolders
Q3 202552,289$4.42M0.3%+24,611+88.9%AddedHolders
Q2 202527,678$2.05M0.2%−2,302−7.7%ReducedHolders
Q1 202529,980$2.81M0.3%+2,623+9.6%AddedHolders
Q4 202427,357$2.70M0.3%+26+0.1%AddedHolders
Q3 202427,331$3.28M0.3%+3,986+17.1%AddedHolders
Q2 202423,345$2.76M0.3%+2,915+14.3%AddedHolders
Q1 202420,430$2.66M0.3%+20,430NewHolders