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BBJS Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

BBJS Financial 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
2024
Q3 		$630K Sell
5,308
-33
-0.6% -$3.93K 0.22% 34
2024
Q2 		$625K Sell
5,341
-1,362
-20% -$162K 0.23% 32
2024
Q1 		$864K Buy
+6,703
New +$826K 0.31% 35

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BBJS Financial Advisors's ARE Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 0.62% in Q3 2024, selling an estimated $3.93K and leaving 5,308 shares worth $630K. The position accounts for 0.22% of the portfolio, ranked #34.

BBJS Financial Advisors first reported a position in ARE in Q1 2024 and has held it in 3 quarters since. The position peaked at $864K in Q1 2024. 653 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • BBJS Financial Advisors held 5,308 shares of Alexandria Real Estate Equities worth $630K as of Q3 2024.
  • BBJS Financial Advisors sold 33 Alexandria Real Estate Equities shares in Q3 2024, an estimated $3.93K.
  • Alexandria Real Estate Equities made up 0.22% of BBJS Financial Advisors's portfolio in Q3 2024, its #34 holding.
  • BBJS Financial Advisors first reported a position in Alexandria Real Estate Equities in Q1 2024 and has held it in 3 quarters since.
  • BBJS Financial Advisors's Alexandria Real Estate Equities position peaked at $864K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.