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

Atlas 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
2022 Q4	–	Sell	-42	Closed	-$5.89K	–	898
2022 Q3	$5.89K	Hold	42	–	–	﹤0.01%	761
2022 Q2	$6.09K	Hold	42	–	–	﹤0.01%	827
2022 Q1	$8.45K	Sell	42 -4	-9%	-$781	﹤0.01%	727
2021 Q4	$10.3K	Hold	46	–	–	﹤0.01%	718
2021 Q3	$8.79K	Hold	46	–	–	﹤0.01%	743
2021 Q2	$8.37K	Buy	46 +4	+10%	+$716	﹤0.01%	767
2021 Q1	$6.9K	Hold	42	–	–	﹤0.01%	723
2020 Q4	$7.49K	Buy	+42	New	+$6.94K	﹤0.01%	608
2020 Q3	–	Sell	-42	Closed	-$6.82K	–	332
2020 Q2	$6.82K	Hold	42	–	–	﹤0.01%	632
2020 Q1	$5.76K	Buy	+42	New	+$6.58K	﹤0.01%	614

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 $3.38T 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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Atlas Capital Advisors's ARE Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2022, closing a stake of 42 shares — an estimated $5.89K sold.

Atlas Capital Advisors first reported a position in ARE in Q1 2020 and held it in 10 quarters. The position peaked at $10.3K in Q4 2021. 630 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

Atlas Capital Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2022 after selling out during the quarter.
Atlas Capital Advisors sold 42 Alexandria Real Estate Equities shares in Q4 2022, an estimated $5.89K.
Atlas Capital Advisors first reported a position in Alexandria Real Estate Equities in Q1 2020 and held it in 10 quarters.
Atlas Capital Advisors's Alexandria Real Estate Equities position peaked at $10.3K in Q4 2021.
630 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.