1WA
ARE icon

180 Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

180 Wealth Advisors’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
2019
Q1 		– Sell
-1,705
Closed -$214K – 254
2018
Q4 		$214K Hold
1,705
– – 0.1% 234
2018
Q3 		$214K Buy
+1,705
New +$216K 0.1% 234

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

180 Wealth Advisors's ARE Position: Q1 2019 in Review

180 Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2019, closing a stake of 1,705 shares — an estimated $214K sold.

180 Wealth Advisors first reported a position in ARE in Q3 2018 and held it in 2 quarters. The position peaked at $214K in Q4 2018. 441 funds tracked by Wall St. Rank hold ARE as of Q1 2019.

  • 180 Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2019 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,705 Alexandria Real Estate Equities shares in Q1 2019, an estimated $214K.
  • 180 Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q3 2018 and held it in 2 quarters.
  • 180 Wealth Advisors's Alexandria Real Estate Equities position peaked at $214K in Q4 2018.
  • 441 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2019.

Based on 180 Wealth Advisors's 13F filing for Q1 2019, filed 14 May 2019.