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BSW Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-1,397
Closed -$204K – 318
2022
Q4 		$204K Buy
+1,397
New +$202K 0.04% 279
2022
Q3 		– Sell
-1,413
Closed -$205K – 269
2022
Q2 		$205K Buy
1,413
+101
+8% +$17.1K 0.05% 257
2022
Q1 		$264K Buy
1,312
+307
+31% +$59.9K 0.07% 226
2021
Q4 		$224K Buy
+1,005
New +$208K 0.06% 232

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BSW Wealth Partners's ARE Position: Q1 2023 in Review

BSW Wealth Partners sold out of Alexandria Real Estate Equities (ARE) in Q1 2023, closing a stake of 1,397 shares — an estimated $204K sold.

BSW Wealth Partners first reported a position in ARE in Q4 2021 and held it in 4 quarters. The position peaked at $264K in Q1 2022. 616 funds tracked by Wall St. Rank hold ARE as of Q1 2023.

  • BSW Wealth Partners reported no remaining Alexandria Real Estate Equities position as of Q1 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 1,397 Alexandria Real Estate Equities shares in Q1 2023, an estimated $204K.
  • BSW Wealth Partners first reported a position in Alexandria Real Estate Equities in Q4 2021 and held it in 4 quarters.
  • BSW Wealth Partners's Alexandria Real Estate Equities position peaked at $264K in Q1 2022.
  • 616 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.