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Baystate Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Baystate Wealth 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
2023
Q4 		$786 Hold
6
– – ﹤0.01% 1170
2023
Q3 		$613 Hold
6
– – ﹤0.01% 924
2023
Q2 		$688 Hold
6
– – ﹤0.01% 960
2023
Q1 		$754 Buy
+6
New +$882 ﹤0.01% 952

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

Baystate Wealth Management's ARE Position: Q4 2023 in Review

Baystate Wealth Management held its Alexandria Real Estate Equities (ARE) position steady in Q4 2023 at 6 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Baystate Wealth Management first reported a position in ARE in Q1 2023 and has held it in 4 quarters since. 651 funds tracked by Wall St. Rank hold ARE as of Q4 2023.

  • Baystate Wealth Management held 6 shares of Alexandria Real Estate Equities worth $786 as of Q4 2023.
  • Baystate Wealth Management left its Alexandria Real Estate Equities share count unchanged in Q4 2023.
  • Alexandria Real Estate Equities made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1170 holding.
  • Baystate Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2023 and has held it in 4 quarters since.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.