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Brendel Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Brendel Financial 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 		– Sell
-124
Closed -$23K – 73
2021
Q2 		$23K Buy
+124
New +$22.2K 0.01% 193

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Brendel Financial Advisors's ARE Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Alexandria Real Estate Equities (ARE) in Q3 2021, closing a stake of 124 shares — an estimated $23K sold.

Brendel Financial Advisors first reported a position in ARE in Q2 2021 and held it in 1 quarter. The position peaked at $23K in Q2 2021. 564 funds tracked by Wall St. Rank hold ARE as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Alexandria Real Estate Equities position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 124 Alexandria Real Estate Equities shares in Q3 2021, an estimated $23K.
  • Brendel Financial Advisors first reported a position in Alexandria Real Estate Equities in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Alexandria Real Estate Equities position peaked at $23K in Q2 2021.
  • 564 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.