Cetera Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Cetera 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
2024 Q1	$485K	Buy	+3,760	New	+$463K	﹤0.01%	1628
2018 Q3	–	Sell	-7,679	Closed	-$966K	–	957
2018 Q2	$966K	Sell	7,679 -489	-6%	-$61.1K	0.06%	328
2018 Q1	$1.02M	Buy	8,168 +605	+8%	+$75.1K	0.06%	311
2017 Q4	$981K	Buy	7,563 +913	+14%	+$115K	0.06%	294
2017 Q3	$789K	Buy	6,650 +386	+6%	+$46.4K	0.05%	358
2017 Q2	$759K	Buy	+6,264	New	+$729K	0.05%	367

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cetera Advisors's ARE Position: Q1 2024 in Review

Cetera Advisors opened a new position in Alexandria Real Estate Equities (ARE) in Q1 2024: 3,760 shares worth $485K. The stake represents ﹤0.01% of the portfolio and ranks #1628 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ARE as recently as Q2 2018.

Cetera Advisors first reported a position in ARE in Q2 2017 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2018. 651 funds tracked by Wall St. Rank hold ARE as of Q1 2024.

Cetera Advisors held 3,760 shares of Alexandria Real Estate Equities worth $485K as of Q1 2024.
Alexandria Real Estate Equities was a new Cetera Advisors position in Q1 2024.
Alexandria Real Estate Equities made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1628 holding.
Cetera Advisors first reported a position in Alexandria Real Estate Equities in Q2 2017 and has held it in 6 quarters since.
Cetera Advisors's Alexandria Real Estate Equities position peaked at $1.02M in Q1 2018.
651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.