CPC
ARE icon

Consolidated Planning Corp’s Alexandria Real Estate Equities ARE Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-204
Closed -$39K – 89
2021
Q3 		$39K Buy
+204
New +$40.6K 0.03% 182

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consolidated Planning Corp's ARE Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Alexandria Real Estate Equities (ARE) in Q4 2021, closing a stake of 204 shares — an estimated $39K sold.

Consolidated Planning Corp first reported a position in ARE in Q3 2021 and held it in 1 quarter. The position peaked at $39K in Q3 2021. 603 funds tracked by Wall St. Rank hold ARE as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Alexandria Real Estate Equities position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 204 Alexandria Real Estate Equities shares in Q4 2021, an estimated $39K.
  • Consolidated Planning Corp first reported a position in Alexandria Real Estate Equities in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Alexandria Real Estate Equities position peaked at $39K in Q3 2021.
  • 603 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.