AWA
ARE icon

Amplius Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-62
Closed -$13K – 221
2021
Q4 		$13K Buy
+62
New +$12.8K ﹤0.01% 547

Other funds holding ARE

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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 $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amplius Wealth Advisors's ARE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2022, closing a stake of 62 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in ARE in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 635 funds tracked by Wall St. Rank hold ARE as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 62 Alexandria Real Estate Equities shares in Q1 2022, an estimated $13K.
  • Amplius Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Alexandria Real Estate Equities position peaked at $13K in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.