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Anchor Capital Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Anchor Capital 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
2024
Q2 		– Sell
-256,043
Closed -$33M – 240
2024
Q1 		$33M Sell
256,043
-134,436
-34% -$16.6M 0.87% 50
2023
Q4 		$49.5M Buy
390,479
+40,378
+12% +$4.35M 1.31% 29
2023
Q3 		$35M Sell
350,101
-88,086
-20% -$10.2M 0.98% 41
2023
Q2 		$49.7M Buy
438,187
+36,345
+9% +$4.33M 1.29% 33
2023
Q1 		$50.5M Buy
401,842
+746
+0.2% +$110K 1.33% 34
2022
Q4 		$58.4M Buy
401,096
+170,336
+74% +$24.6M 1.5% 22
2022
Q3 		$32.4M Buy
+230,760
New +$35.4M 0.89% 43
2017
Q4 		– Sell
-2,020
Closed -$240K – 270
2017
Q3 		$240K Hold
2,020
– – 0.01% 246
2017
Q2 		$243K Hold
2,020
– – 0.01% 247
2017
Q1 		$223K Hold
2,020
– – 0.01% 261
2016
Q4 		$224K Sell
2,020
-680
-25% -$73K 0.01% 268
2016
Q3 		$294K Hold
2,700
– – 0.01% 249
2016
Q2 		$280K Sell
2,700
-50
-2% -$4.77K 0.01% 259
2016
Q1 		$250K Hold
2,750
– – 0.01% 259
2015
Q4 		$248K Hold
2,750
– – 0.01% 267
2015
Q3 		$233K Hold
2,750
– – 0.01% 261
2015
Q2 		$241K Sell
2,750
-500
-15% -$46.4K 0.01% 268
2015
Q1 		$319K Hold
3,250
– – 0.01% 256
2014
Q4 		$288K Sell
3,250
-100
-3% -$8.36K 0.01% 280
2014
Q3 		$247K Hold
3,350
– – 0.01% 296
2014
Q2 		$260K Hold
3,350
– – 0.01% 295
2014
Q1 		$243K Hold
3,350
– – ﹤0.01% 294
2013
Q4 		$213K Hold
3,350
– – ﹤0.01% 296
2013
Q3 		$214K Hold
3,350
– – ﹤0.01% 293
2013
Q2 		$220K Buy
+3,350
New +$237K ﹤0.01% 281

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Anchor Capital Advisors's ARE Position: Q2 2024 in Review

Anchor Capital Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2024, closing a stake of 256,043 shares — an estimated $33M sold.

Anchor Capital Advisors first reported a position in ARE in Q2 2013 and held it in 25 quarters. The position peaked at $58.4M in Q4 2022. 675 funds tracked by Wall St. Rank hold ARE as of Q2 2024.

  • Anchor Capital Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2024 after selling out during the quarter.
  • Anchor Capital Advisors sold 256,043 Alexandria Real Estate Equities shares in Q2 2024, an estimated $33M.
  • Anchor Capital Advisors first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 25 quarters.
  • Anchor Capital Advisors's Alexandria Real Estate Equities position peaked at $58.4M in Q4 2022.
  • 675 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2024.

Based on Anchor Capital Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.