CWSR
ARE.PRD

Chessman Wealth Strategies RIA’s Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock ARE.PRD Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio ARE.PRD Stock Details ARE.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,500
Closed -$87K – 197
2018
Q3 		$87K Buy
+2,500
New +$87.5K 0.08% 42

Other funds holding ARE.PRD

SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chessman Wealth Strategies RIA's ARE.PRD Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock (ARE.PRD) in Q4 2018, closing a stake of 2,500 shares — an estimated $87K sold.

Chessman Wealth Strategies RIA first reported a position in ARE.PRD in Q3 2018 and held it in 1 quarter. The position peaked at $87K in Q3 2018. 21 funds tracked by Wall St. Rank hold ARE.PRD as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 2,500 Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock shares in Q4 2018, an estimated $87K.
  • Chessman Wealth Strategies RIA first reported a position in Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position peaked at $87K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.