Berman Capital Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Berman Capital 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
2021 Q3	$109K	Buy	572 +238	+71%	+$47.4K	0.02%	411
2021 Q2	$60K	Buy	334 +202	+153%	+$36.2K	0.01%	516
2021 Q1	$21K	Buy	132 +11	+9%	+$1.83K	﹤0.01%	760
2020 Q4	$21K	Sell	121 -8	-6%	-$1.32K	0.01%	651
2020 Q3	$20K	Buy	129 +8	+7%	+$1.34K	0.01%	577
2020 Q2	$19K	Sell	121 -2	-2%	-$306	0.01%	551
2020 Q1	$16K	Buy	123 +69	+128%	+$10.8K	0.01%	544
2019 Q4	$8K	Hold	54	–	–	﹤0.01%	814
2019 Q3	$8K	Hold	54	–	–	﹤0.01%	773
2019 Q2	$7K	Hold	54	–	–	﹤0.01%	848
2019 Q1	$7K	Buy	54 +31	+135%	+$4.08K	﹤0.01%	744
2018 Q4	$2K	Buy	+23	New	+$2.81K	﹤0.01%	843

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's ARE Position: Q3 2021 in Review

Berman Capital Advisors increased its Alexandria Real Estate Equities (ARE) stake by 71% in Q3 2021, buying an estimated $47.4K and bringing the position to 572 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #411.

Berman Capital Advisors first reported a position in ARE in Q4 2018 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold ARE as of Q3 2021.

Berman Capital Advisors held 572 shares of Alexandria Real Estate Equities worth $109K as of Q3 2021.
Berman Capital Advisors bought 238 Alexandria Real Estate Equities shares in Q3 2021, an estimated $47.4K.
Alexandria Real Estate Equities made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #411 holding.
Berman Capital Advisors first reported a position in Alexandria Real Estate Equities in Q4 2018 and has held it in 12 quarters since.
565 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.