American Investment Services’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,761
| Closed | -$209K | – | 158 |
|
|
2024
Q3 | $209K | Hold |
1,761
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $206K | Hold |
1,761
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $227K | Hold |
1,761
| – | – | 0.04% | 145 |
|
|
2023
Q4 | $223K | Buy |
+1,761
| New | +$190K | 0.04% | 137 |
|
|
2023
Q2 | – | Sell |
-1,550
| Closed | -$226K | – | 142 |
|
|
2023
Q1 | $226K | Hold |
1,550
| – | – | 0.05% | 122 |
|
|
2022
Q4 | $226K | Sell |
1,550
-54
| -3% | -$7.81K | 0.05% | 122 |
|
|
2022
Q3 | $225K | Hold |
1,604
| – | – | 0.05% | 115 |
|
|
2022
Q2 | $233K | Buy |
1,604
+54
| +3% | +$9.16K | 0.05% | 112 |
|
|
2022
Q1 | $312K | Hold |
1,550
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $346K | Hold |
1,550
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $296K | Hold |
1,550
| – | – | 0.07% | 102 |
|
|
2021
Q2 | $282K | Sell |
1,550
-254
| -14% | -$45.5K | 0.07% | 101 |
|
|
2021
Q1 | $296K | Sell |
1,804
-631
| -26% | -$105K | 0.08% | 96 |
|
|
2020
Q4 | $434K | Hold |
2,435
| – | – | 0.13% | 79 |
|
|
2020
Q3 | $390K | Hold |
2,435
| – | – | 0.13% | 106 |
|
|
2020
Q2 | $395K | Buy |
2,435
+201
| +9% | +$30.7K | 0.14% | 103 |
|
|
2020
Q1 | $306K | Sell |
2,234
-72
| -3% | -$11.3K | 0.12% | 113 |
|
|
2019
Q4 | $373K | Buy |
2,306
+45
| +2% | +$7.09K | 0.11% | 112 |
|
|
2019
Q3 | $348K | Sell |
2,261
-6
| -0.3% | -$887 | 0.11% | 108 |
|
|
2019
Q2 | $320K | Hold |
2,267
| – | – | 0.1% | 110 |
|
|
2019
Q1 | $323K | Hold |
2,267
| – | – | 0.1% | 105 |
|
|
2018
Q4 | $261K | Sell |
2,267
-121
| -5% | -$14.8K | 0.09% | 102 |
|
|
2018
Q3 | $300K | Hold |
2,388
| – | – | 0.1% | 98 |
|
|
2018
Q2 | $301K | Hold |
2,388
| – | – | 0.1% | 95 |
|
|
2018
Q1 | $298K | Buy |
2,388
+121
| +5% | +$15K | 0.11% | 97 |
|
|
2017
Q4 | $296K | Sell |
2,267
-105
| -4% | -$13.2K | 0.11% | 91 |
|
|
2017
Q3 | $282K | Hold |
2,372
| – | – | 0.11% | 89 |
|
|
2017
Q2 | $286K | Buy |
2,372
+235
| +11% | +$27.3K | 0.11% | 85 |
|
|
2017
Q1 | $236K | Hold |
2,137
| – | – | 0.1% | 95 |
|
|
2016
Q4 | $237K | Buy |
2,137
+89
| +4% | +$9.55K | 0.1% | 97 |
|
|
2016
Q3 | $223K | Hold |
2,048
| – | – | 0.09% | 99 |
|
|
2016
Q2 | $212K | Buy |
+2,048
| New | +$195K | 0.09% | 94 |
|
Other funds holding ARE
AAMU
American Investment Services's ARE Position: Q4 2024 in Review
American Investment Services sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 1,761 shares — an estimated $209K sold.
American Investment Services first reported a position in ARE in Q2 2016 and held it in 32 quarters. The position peaked at $434K in Q4 2020. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.
- American Investment Services reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
- American Investment Services sold 1,761 Alexandria Real Estate Equities shares in Q4 2024, an estimated $209K.
- American Investment Services first reported a position in Alexandria Real Estate Equities in Q2 2016 and held it in 32 quarters.
- American Investment Services's Alexandria Real Estate Equities position peaked at $434K in Q4 2020.
- 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.
Based on American Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.