CCA
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Checchi Capital Advisers’s Alexandria Real Estate Equities ARE Stock Holding History

Checchi Capital Advisers’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
Q2 		– Sell
-2,284
Closed -$287K – 579
2023
Q1 		$287K Buy
2,284
+77
+3% +$11.3K 0.03% 428
2022
Q4 		$321K Sell
2,207
-64
-3% -$9.26K 0.03% 374
2022
Q3 		$318K Sell
2,271
-2
-0.1% -$307 0.03% 373
2022
Q2 		$377K Buy
2,273
+276
+14% +$46.8K 0.03% 359
2022
Q1 		$402K Buy
1,997
+272
+16% +$53.1K 0.03% 325
2021
Q4 		$385K Buy
1,725
+49
+3% +$10.1K 0.03% 332
2021
Q3 		$320K Buy
1,676
+44
+3% +$8.76K 0.03% 347
2021
Q2 		$297K Buy
1,632
+42
+3% +$7.52K 0.03% 371
2021
Q1 		$261K Buy
1,590
+185
+13% +$30.8K 0.03% 411
2020
Q4 		$250K Buy
1,405
+125
+10% +$20.7K 0.03% 397
2020
Q3 		$205K Sell
1,280
-138
-10% -$23K 0.02% 406
2020
Q2 		$230K Buy
+1,418
New +$217K 0.03% 377
2016
Q3 		– Sell
-490
Closed -$51K – 445
2016
Q2 		$51K Sell
490
-125
-20% -$11.9K 0.01% 830
2016
Q1 		$56K Buy
+615
New +$50.1K 0.01% 792

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 $3.37T 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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Checchi Capital Advisers's ARE Position: Q2 2023 in Review

Checchi Capital Advisers sold out of Alexandria Real Estate Equities (ARE) in Q2 2023, closing a stake of 2,284 shares — an estimated $287K sold.

Checchi Capital Advisers first reported a position in ARE in Q1 2016 and held it in 14 quarters. The position peaked at $402K in Q1 2022. 594 funds tracked by Wall St. Rank hold ARE as of Q2 2023.

  • Checchi Capital Advisers reported no remaining Alexandria Real Estate Equities position as of Q2 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,284 Alexandria Real Estate Equities shares in Q2 2023, an estimated $287K.
  • Checchi Capital Advisers first reported a position in Alexandria Real Estate Equities in Q1 2016 and held it in 14 quarters.
  • Checchi Capital Advisers's Alexandria Real Estate Equities position peaked at $402K in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2023.

Based on Checchi Capital Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.