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Concord Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-9
Closed -$1.05K – 960
2024
Q2 		$1.05K Sell
9
-41
-82% -$4.89K ﹤0.01% 724
2024
Q1 		$6.45K Buy
+50
New +$6.16K ﹤0.01% 621
2023
Q4 		– Sell
-50
Closed -$5K – 821
2023
Q3 		$5K Sell
50
-5
-9% -$581 ﹤0.01% 717
2023
Q2 		$6.24K Buy
55
+50
+1,000% +$5.95K ﹤0.01% 670
2023
Q1 		$628 Hold
5
– – ﹤0.01% 930
2022
Q4 		$728 Buy
+5
New +$723 ﹤0.01% 1129
2021
Q2 		– Sell
-3
Closed – – 1039
2021
Q1 		$0 Buy
+3
New +$500 ﹤0.01% 998

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Concord Wealth Partners's ARE Position: Q3 2024 in Review

Concord Wealth Partners sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 9 shares — an estimated $1.05K sold.

Concord Wealth Partners first reported a position in ARE in Q1 2021 and held it in 7 quarters. The position peaked at $6.45K in Q1 2024. 653 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • Concord Wealth Partners reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 9 Alexandria Real Estate Equities shares in Q3 2024, an estimated $1.05K.
  • Concord Wealth Partners first reported a position in Alexandria Real Estate Equities in Q1 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Alexandria Real Estate Equities position peaked at $6.45K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.