B. Riley Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-1,813	Closed	-$207K	–	1465
2023 Q2	$207K	Buy	+1,813	New	+$216K	﹤0.01%	1341
2022 Q1	–	Sell	-1,596	Closed	-$356K	–	1386
2021 Q4	$356K	Buy	1,596 +251	+19%	+$52K	0.01%	977
2021 Q3	$257K	Sell	1,345 -45	-3%	-$8.96K	0.01%	1121
2021 Q2	$253K	Buy	+1,390	New	+$249K	0.01%	1116
2021 Q1	–	Sell	-1,448	Closed	-$259K	–	1348
2020 Q4	$259K	Sell	1,448 -185	-11%	-$30.6K	0.01%	835
2020 Q3	$263K	Buy	+1,633	New	+$273K	0.01%	748
2015 Q1	–	Sell	-482	Closed	-$43K	–	653
2014 Q4	$43K	Buy	+482	New	+$40.3K	﹤0.01%	2166
2014 Q3	–	Sell	-544	Closed	-$42.2K	–	730
2014 Q2	$42.2K	Buy	+544	New	+$40.8K	0.01%	1107

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

B. Riley Wealth Advisors's ARE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q3 2023, closing a stake of 1,813 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in ARE in Q2 2014 and held it in 8 quarters. The position peaked at $356K in Q4 2021. 568 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,813 Alexandria Real Estate Equities shares in Q3 2023, an estimated $207K.
B. Riley Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q2 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's Alexandria Real Estate Equities position peaked at $356K in Q4 2021.
568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.