Bollard Group’s Alexandria Real Estate Equities ARE Stock Holding History

Bollard Group’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 Q3	–	Sell	-30	Closed	-$3K	–	381
2023 Q2	$3K	Buy	+30	New	+$3.57K	﹤0.01%	457

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 $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bollard Group's ARE Position: Q3 2023 in Review

Bollard Group sold out of Alexandria Real Estate Equities (ARE) in Q3 2023, closing a stake of 30 shares — an estimated $3K sold.

Bollard Group first reported a position in ARE in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 568 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

Bollard Group reported no remaining Alexandria Real Estate Equities position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 30 Alexandria Real Estate Equities shares in Q3 2023, an estimated $3K.
Bollard Group first reported a position in Alexandria Real Estate Equities in Q2 2023 and held it in 1 quarter.
Bollard Group's Alexandria Real Estate Equities position peaked at $3K in Q2 2023.
568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.