Baird Financial Group
ARE icon

Baird Financial Group’s Alexandria Real Estate Equities ARE Stock Holding History

Baird Financial Group’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
-7,379
Closed -$863K – 1751
2024
Q2 		$863K Buy
+7,379
New +$880K ﹤0.01% 1219
2023
Q4 		– Sell
-22,648
Closed -$2.27M – 1711
2023
Q3 		$2.27M Buy
22,648
+713
+3% +$82.8K 0.01% 862
2023
Q2 		$2.49M Sell
21,935
-90
-0.4% -$10.7K 0.01% 840
2023
Q1 		$2.77M Buy
22,025
+815
+4% +$120K 0.01% 787
2022
Q4 		$3.09M Buy
21,210
+198
+0.9% +$28.6K 0.01% 729
2022
Q3 		$2.94M Sell
21,012
-1,757
-8% -$270K 0.01% 704
2022
Q2 		$3.3M Buy
22,769
+823
+4% +$140K 0.01% 683
2022
Q1 		$4.42M Buy
21,946
+1,102
+5% +$215K 0.01% 653
2021
Q4 		$4.65M Buy
20,844
+1,070
+5% +$221K 0.01% 636
2021
Q3 		$3.78M Buy
19,774
+4,397
+29% +$875K 0.01% 701
2021
Q2 		$2.8M Buy
15,377
+3,236
+27% +$579K 0.01% 785
2021
Q1 		$1.99M Buy
12,141
+2,442
+25% +$407K 0.01% 886
2020
Q4 		$1.73M Buy
+9,699
New +$1.6M 0.01% 850
2020
Q3 		– Sell
-9,071
Closed -$1.47M – 1489
2020
Q2 		$1.47M Buy
+9,071
New +$1.39M 0.01% 820

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baird Financial Group's ARE Position: Q3 2024 in Review

Baird Financial Group sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 7,379 shares — an estimated $863K sold.

Baird Financial Group first reported a position in ARE in Q2 2020 and held it in 14 quarters. The position peaked at $4.65M in Q4 2021. 651 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • Baird Financial Group reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • Baird Financial Group sold 7,379 Alexandria Real Estate Equities shares in Q3 2024, an estimated $863K.
  • Baird Financial Group first reported a position in Alexandria Real Estate Equities in Q2 2020 and held it in 14 quarters.
  • Baird Financial Group's Alexandria Real Estate Equities position peaked at $4.65M in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Baird Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.