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HB Wealth Management, LLC → ARE
HB Wealth Management, LLC ARE Position History
Alexandria Real Estate Equities, Inc. • Real Estate
Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $237K |
| Q1 2026 | $440K |
| Q2 2026 | $768K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 26.4K | — | — |
| Q2 2026 | $768K | 14.5K | — | — |
| Q1 2026 | $440K | 9.5K | — | — |
| Q4 2025 | $237K | 4.8K | — | — |
Other funds holding ARE
$2.3B
$1.8B
$1.5B
$1.4B
$1.3B
$1.2B
$1.2B