BHPW
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Beverly Hills Private Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Beverly Hills Private Wealth’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
Q4 		– Sell
-1,920
Closed -$228K – 335
2024
Q3 		$228K Buy
+1,920
New +$229K 0.05% 310

Other funds holding ARE

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beverly Hills Private Wealth's ARE Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 1,920 shares — an estimated $228K sold.

Beverly Hills Private Wealth first reported a position in ARE in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 656 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,920 Alexandria Real Estate Equities shares in Q4 2024, an estimated $228K.
  • Beverly Hills Private Wealth first reported a position in Alexandria Real Estate Equities in Q3 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Alexandria Real Estate Equities position peaked at $228K in Q3 2024.
  • 656 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.