AWS
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Atria Wealth Solutions’s Alexandria Real Estate Equities ARE Stock Holding History

Atria Wealth Solutions’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
-1,723
Closed -$242K – 1801
2022
Q3 		$242K Sell
1,723
-129
-7% -$19.8K ﹤0.01% 1444
2022
Q2 		$271K Buy
+1,852
New +$314K 0.01% 1266

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's ARE Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Alexandria Real Estate Equities (ARE) in Q4 2022, closing a stake of 1,723 shares — an estimated $242K sold.

Atria Wealth Solutions first reported a position in ARE in Q2 2022 and held it in 2 quarters. The position peaked at $271K in Q2 2022. 630 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Alexandria Real Estate Equities position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,723 Alexandria Real Estate Equities shares in Q4 2022, an estimated $242K.
  • Atria Wealth Solutions first reported a position in Alexandria Real Estate Equities in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Alexandria Real Estate Equities position peaked at $271K in Q2 2022.
  • 630 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.