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Calton & Associates’s Alexandria Real Estate Equities ARE Stock Holding History

Calton & 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
2018
Q1 		– Sell
-76
Closed -$9K – 390
2017
Q4 		$9K Buy
+76
New +$9.57K ﹤0.01% 1085

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
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Calton & Associates's ARE Position: Q1 2018 in Review

Calton & Associates sold out of Alexandria Real Estate Equities (ARE) in Q1 2018, closing a stake of 76 shares — an estimated $9K sold.

Calton & Associates first reported a position in ARE in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 418 funds tracked by Wall St. Rank hold ARE as of Q1 2018.

  • Calton & Associates reported no remaining Alexandria Real Estate Equities position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 76 Alexandria Real Estate Equities shares in Q1 2018, an estimated $9K.
  • Calton & Associates first reported a position in Alexandria Real Estate Equities in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Alexandria Real Estate Equities position peaked at $9K in Q4 2017.
  • 418 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.