AlphaSimPlex Group’s Alexandria Real Estate Equities ARE Stock Holding History

AlphaSimPlex Group’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
2021 Q4	–	Sell	-1,088	Closed	-$208K	–	146
2021 Q3	$208K	Sell	1,088 -1,073	-50%	-$214K	0.17%	199
2021 Q2	$393K	Hold	2,161	–	–	0.2%	193
2021 Q1	$355K	Hold	2,161	–	–	0.15%	226
2020 Q4	$385K	Sell	2,161 -181	-8%	-$29.9K	0.13%	244
2020 Q3	$375K	Buy	2,342 +917	+64%	+$153K	0.17%	206
2020 Q2	$231K	Buy	+1,425	New	+$218K	0.17%	236

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlphaSimPlex Group's ARE Position: Q4 2021 in Review

AlphaSimPlex Group sold out of Alexandria Real Estate Equities (ARE) in Q4 2021, closing a stake of 1,088 shares — an estimated $208K sold.

AlphaSimPlex Group first reported a position in ARE in Q2 2020 and held it in 6 quarters. The position peaked at $393K in Q2 2021. 603 funds tracked by Wall St. Rank hold ARE as of Q4 2021.

AlphaSimPlex Group reported no remaining Alexandria Real Estate Equities position as of Q4 2021 after selling out during the quarter.
AlphaSimPlex Group sold 1,088 Alexandria Real Estate Equities shares in Q4 2021, an estimated $208K.
AlphaSimPlex Group first reported a position in Alexandria Real Estate Equities in Q2 2020 and held it in 6 quarters.
AlphaSimPlex Group's Alexandria Real Estate Equities position peaked at $393K in Q2 2021.
603 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2021.

Based on AlphaSimPlex Group's 13F filing for Q4 2021, filed 10 Feb 2022.