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American Portfolios Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

American Portfolios 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
2022
Q3 		$295K Buy
2,102
+126
+6% +$19.3K 0.01% 857
2022
Q2 		$287K Sell
1,976
-40
-2% -$6.79K 0.01% 894
2022
Q1 		$406K Buy
2,016
+234
+13% +$45.7K 0.01% 838
2021
Q4 		$397K Buy
1,782
+235
+15% +$48.6K 0.01% 848
2021
Q3 		$296K Buy
1,547
+124
+9% +$24.7K 0.01% 947
2021
Q2 		$259K Buy
1,423
+1,289
+962% +$231K 0.01% 995
2021
Q1 		$22K Buy
134
+32
+31% +$5.33K ﹤0.01% 2016
2020
Q4 		$18.2K Sell
102
-399
-80% -$65.9K ﹤0.01% 1860
2020
Q3 		$80.2K Buy
501
+446
+811% +$74.5K ﹤0.01% 1149
2020
Q2 		$8.92K Buy
55
+20
+57% +$3.06K ﹤0.01% 1971
2020
Q1 		$4.8K Buy
35
+8
+30% +$1.25K ﹤0.01% 2105
2019
Q4 		$4.36K Sell
27
-73
-73% -$11.5K ﹤0.01% 2341
2019
Q3 		$15.4K Buy
100
+27
+37% +$3.99K ﹤0.01% 1774
2019
Q2 		$10.3K Hold
73
– – ﹤0.01% 1889
2019
Q1 		$10.4K Buy
+73
New +$9.61K ﹤0.01% 1816
2018
Q4 		– Sell
-1,848
Closed -$232K – 2408
2018
Q3 		$232K Buy
+1,848
New +$234K 0.03% 527

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's ARE Position: Q3 2022 in Review

American Portfolios Advisors increased its Alexandria Real Estate Equities (ARE) stake by 6.4% in Q3 2022, buying an estimated $19.3K and bringing the position to 2,102 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #857.

American Portfolios Advisors first reported a position in ARE in Q3 2018 and has held it in 16 quarters since. The position peaked at $406K in Q1 2022. 618 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

  • American Portfolios Advisors held 2,102 shares of Alexandria Real Estate Equities worth $295K as of Q3 2022.
  • American Portfolios Advisors bought 126 Alexandria Real Estate Equities shares in Q3 2022, an estimated $19.3K.
  • Alexandria Real Estate Equities made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #857 holding.
  • American Portfolios Advisors first reported a position in Alexandria Real Estate Equities in Q3 2018 and has held it in 16 quarters since.
  • American Portfolios Advisors's Alexandria Real Estate Equities position peaked at $406K in Q1 2022.
  • 618 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.