SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1531593 NEW YORK, NY

Position in ARE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$81,071

+$79,865 QoQ

Shares Held

1,534

+5800.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#451

of 591 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $618,135 across 7 REIT - Office names. ARE ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRC	Kilroy Realty Corp	7,954	$298,036
2	VNO	Vornado Realty Trust	4,554	$178,972
3	ARE	Alexandria Real Estate Equities, Inc. This page	1,534	$81,071
4	SLG	Sl Green Realty Corp	500	$25,885
5	BDN	Brandywine Realty Trust	6,750	$21,397
6	BXP	BXP, Inc.	134	$8,885
7	DEA	Easterly Government Properties, Inc.	156	$3,889

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,071	1,534	+5800.0%	Shares	Sole	2026-08-03
2026-03-31	$1,206	26	-99.0%	Shares	Sole	2026-04-30
2025-12-31	$133,704	2,732	+38.8%	Shares	Sole	2026-02-17
2025-09-30	$164,096	1,969	+1793.3%	Shares	Sole	2025-11-13
2025-06-30	$7,553	104	-85.0%	Shares	Sole	2025-08-12
2025-03-31	$64,016	692	-78.4%	Shares	Sole	2025-05-13
2024-03-31	$412,512	3,200	+18.5%	Shares	Sole	2024-05-13
2023-12-31	$342,279	2,700	+1210.7%	Shares	Sole	2024-02-14
2023-06-30	$23,378	206	-33.3%	Shares	Sole	2023-08-14
2023-03-31	$38,807	309	+104.6%	Shares	Sole	2023-05-12
2022-12-31	$21,996	151	-92.0%	Shares	Sole	2023-02-13
2022-09-30	$262,996	1,876	+501.3%	Shares	Sole	2022-11-02
2022-06-30	$45,249	312	+420.0%	Shares	Sole	2022-08-02
2022-03-31	$12,075	60	-95.7%	Shares	Sole	2022-05-11
2021-03-31	$230,020	1,400	-36.4%	Shares	Sole	2021-04-14
2020-12-31	$392,084	2,200	—	Shares	Sole	2021-02-25
No filing history on record for this holder in this stock.