Aquila Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Aquila Investment Management’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 Q3	–	Sell	-10,000	Closed	-$1.17M	–	65
2024 Q2	$1.17M	Hold	10,000	–	–	1.1%	41
2024 Q1	$1.29M	Hold	10,000	–	–	1.1%	42
2023 Q4	$1.27M	Buy	10,000 +5,000	+100%	+$538K	1.1%	44
2023 Q3	$501K	Sell	5,000 -5,000	-50%	-$581K	0.46%	73
2023 Q2	$1.13M	Hold	10,000	–	–	0.93%	52
2023 Q1	$1.26M	Buy	+10,000	New	+$1.47M	1.04%	44

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aquila Investment Management's ARE Position: Q3 2024 in Review

Aquila Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 10,000 shares — an estimated $1.17M sold.

Aquila Investment Management first reported a position in ARE in Q1 2023 and held it in 6 quarters. The position peaked at $1.29M in Q1 2024. 653 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

Aquila Investment Management reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
Aquila Investment Management sold 10,000 Alexandria Real Estate Equities shares in Q3 2024, an estimated $1.17M.
Aquila Investment Management first reported a position in Alexandria Real Estate Equities in Q1 2023 and held it in 6 quarters.
Aquila Investment Management's Alexandria Real Estate Equities position peaked at $1.29M in Q1 2024.
653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.