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

BerganKDV 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
Q2 		– Sell
-29
Closed -$3.64K – 874
2023
Q1 		$3.64K Buy
29
+27
+1,350% +$3.97K ﹤0.01% 740
2022
Q4 		$291 Sell
2
-7
-78% -$1.01K ﹤0.01% 995
2022
Q3 		$1K Buy
9
+3
+50% +$460 ﹤0.01% 856
2022
Q2 		$1K Buy
+6
New +$1.02K ﹤0.01% 873

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

BerganKDV Wealth Management's ARE Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2023, closing a stake of 29 shares — an estimated $3.64K sold.

BerganKDV Wealth Management first reported a position in ARE in Q2 2022 and held it in 4 quarters. The position peaked at $3.64K in Q1 2023. 594 funds tracked by Wall St. Rank hold ARE as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 29 Alexandria Real Estate Equities shares in Q2 2023, an estimated $3.64K.
  • BerganKDV Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2022 and held it in 4 quarters.
  • BerganKDV Wealth Management's Alexandria Real Estate Equities position peaked at $3.64K in Q1 2023.
  • 594 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.