AA
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Alta Advisers’s Alexandria Real Estate Equities ARE Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-600
Closed -$71.3K – 169
2024
Q3 		$71.3K Hold
600
– – 0.03% 364
2024
Q2 		$70.2K Hold
600
– – 0.03% 338
2024
Q1 		$77.3K Hold
600
– – 0.04% 319
2023
Q4 		$76.1K Hold
600
– – 0.04% 318
2023
Q3 		$60.1K Hold
600
– – 0.03% 344
2023
Q2 		$68.1K Hold
600
– – 0.04% 335
2023
Q1 		$75.4K Hold
600
– – 0.05% 308
2022
Q4 		$87K Hold
600
– – 0.05% 260
2022
Q3 		$84K Buy
+600
New +$92.1K 0.05% 240

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alta Advisers's ARE Position: Q4 2024 in Review

Alta Advisers sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 600 shares — an estimated $71.3K sold.

Alta Advisers first reported a position in ARE in Q3 2022 and held it in 9 quarters. The position peaked at $87K in Q4 2022. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Alta Advisers reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 600 Alexandria Real Estate Equities shares in Q4 2024, an estimated $71.3K.
  • Alta Advisers first reported a position in Alexandria Real Estate Equities in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Alexandria Real Estate Equities position peaked at $87K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.