AIA
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Alera Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Alera Investment 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
Q2 		– Sell
-37
Closed -$5K – 136
2019
Q1 		$5K Buy
+37
New +$4.87K ﹤0.01% 623

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alera Investment Advisors's ARE Position: Q2 2019 in Review

Alera Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2019, closing a stake of 37 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in ARE in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 457 funds tracked by Wall St. Rank hold ARE as of Q2 2019.

  • Alera Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 37 Alexandria Real Estate Equities shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Alexandria Real Estate Equities in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Alexandria Real Estate Equities position peaked at $5K in Q1 2019.
  • 457 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.