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Congress Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Congress Wealth Management’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
Q4 		– Sell
-10,500
Closed -$1.05M – 610
2023
Q3 		$1.05M Sell
10,500
-17
-0.2% -$1.98K 0.02% 369
2023
Q2 		$1.19M Buy
+10,517
New +$1.25M 0.03% 323

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Congress Wealth Management's ARE Position: Q4 2023 in Review

Congress Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2023, closing a stake of 10,500 shares — an estimated $1.05M sold.

Congress Wealth Management first reported a position in ARE in Q2 2023 and held it in 2 quarters. The position peaked at $1.19M in Q2 2023. 651 funds tracked by Wall St. Rank hold ARE as of Q4 2023.

  • Congress Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 10,500 Alexandria Real Estate Equities shares in Q4 2023, an estimated $1.05M.
  • Congress Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2023 and held it in 2 quarters.
  • Congress Wealth Management's Alexandria Real Estate Equities position peaked at $1.19M in Q2 2023.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.