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Better Money Decisions’s Alexandria Real Estate Equities ARE Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-75
Closed -$11K – 81
2022
Q2 		$11K Buy
+75
New +$12.7K 0.01% 300
2021
Q4 		– Sell
-75
Closed -$14K – 99
2021
Q3 		$14K Hold
75
– – 0.01% 330
2021
Q2 		$14K Hold
75
– – 0.01% 318
2021
Q1 		$12K Buy
+75
New +$12.5K 0.01% 292

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Better Money Decisions's ARE Position: Q3 2022 in Review

Better Money Decisions sold out of Alexandria Real Estate Equities (ARE) in Q3 2022, closing a stake of 75 shares — an estimated $11K sold.

Better Money Decisions first reported a position in ARE in Q1 2021 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 617 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

  • Better Money Decisions reported no remaining Alexandria Real Estate Equities position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 75 Alexandria Real Estate Equities shares in Q3 2022, an estimated $11K.
  • Better Money Decisions first reported a position in Alexandria Real Estate Equities in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Alexandria Real Estate Equities position peaked at $14K in Q3 2021.
  • 617 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.