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C.M. Bidwell & Associates’s Alexandria Real Estate Equities ARE Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-829
Closed -$158K – 550
2021
Q3 		$158K Sell
829
-5
-0.6% -$995 0.1% 189
2021
Q2 		$152K Buy
834
+67
+9% +$12K 0.1% 191
2021
Q1 		$126K Sell
767
-611
-44% -$102K 0.09% 199
2020
Q4 		$246K Sell
1,378
-141
-9% -$23.3K 0.2% 78
2020
Q3 		$243K Sell
1,519
-433
-22% -$72.3K 0.22% 80
2020
Q2 		$317K Buy
1,952
+1,029
+111% +$157K 0.29% 71
2020
Q1 		$127K Sell
923
-407
-31% -$63.7K 0.13% 143
2019
Q4 		$215K Sell
1,330
-160
-11% -$25.2K 0.19% 113
2019
Q3 		$230K Sell
1,490
-55
-4% -$8.13K 0.23% 112
2019
Q2 		$218K Sell
1,545
-150
-9% -$21.7K 0.22% 119
2019
Q1 		$242K Sell
1,695
-40
-2% -$5.27K 0.24% 112
2018
Q4 		$200K Buy
+1,735
New +$212K 0.22% 125
2014
Q4 		– Sell
-3,060
Closed -$226K – 210
2014
Q3 		$226K Hold
3,060
– – 0.05% 139
2014
Q2 		$238K Buy
+3,060
New +$230K 0.05% 133

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

C.M. Bidwell & Associates's ARE Position: Q4 2021 in Review

C.M. Bidwell & Associates sold out of Alexandria Real Estate Equities (ARE) in Q4 2021, closing a stake of 829 shares — an estimated $158K sold.

C.M. Bidwell & Associates first reported a position in ARE in Q2 2014 and held it in 14 quarters. The position peaked at $317K in Q2 2020. 605 funds tracked by Wall St. Rank hold ARE as of Q4 2021.

  • C.M. Bidwell & Associates reported no remaining Alexandria Real Estate Equities position as of Q4 2021 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 829 Alexandria Real Estate Equities shares in Q4 2021, an estimated $158K.
  • C.M. Bidwell & Associates first reported a position in Alexandria Real Estate Equities in Q2 2014 and held it in 14 quarters.
  • C.M. Bidwell & Associates's Alexandria Real Estate Equities position peaked at $317K in Q2 2020.
  • 605 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.