Contravisory Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Contravisory Investment 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
2022 Q3	–	Sell	-2,268	Closed	-$329K	–	321
2022 Q2	$329K	Hold	2,268	–	–	0.11%	129
2022 Q1	$456K	Buy	2,268 +45	+2%	+$8.78K	0.13%	101
2021 Q4	$496K	Hold	2,223	–	–	0.13%	107
2021 Q3	$425K	Hold	2,223	–	–	0.13%	98
2021 Q2	$404K	Buy	2,223 +288	+15%	+$51.5K	0.12%	110
2021 Q1	$318K	Sell	1,935 -314	-14%	-$52.3K	0.1%	121
2020 Q4	$401K	Sell	2,249 -178	-7%	-$29.4K	0.12%	83
2020 Q3	$388K	Hold	2,427	–	–	0.13%	80
2020 Q2	$411K	Buy	2,427 +192	+9%	+$29.3K	0.15%	66
2020 Q1	$306K	Sell	2,235 -42	-2%	-$6.58K	0.14%	76
2019 Q4	$368K	Buy	+2,277	New	+$359K	0.13%	97
2018 Q4	–	Sell	-32	Closed	-$4K	–	294
2018 Q3	$4K	Hold	32	–	–	﹤0.01%	256
2018 Q2	$4K	Hold	32	–	–	﹤0.01%	301
2018 Q1	$4K	Hold	32	–	–	﹤0.01%	304
2017 Q4	$4K	Buy	+32	New	+$4.03K	﹤0.01%	296

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contravisory Investment Management's ARE Position: Q3 2022 in Review

Contravisory Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2022, closing a stake of 2,268 shares — an estimated $329K sold.

Contravisory Investment Management first reported a position in ARE in Q4 2017 and held it in 15 quarters. The position peaked at $496K in Q4 2021. 617 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

Contravisory Investment Management reported no remaining Alexandria Real Estate Equities position as of Q3 2022 after selling out during the quarter.
Contravisory Investment Management sold 2,268 Alexandria Real Estate Equities shares in Q3 2022, an estimated $329K.
Contravisory Investment Management first reported a position in Alexandria Real Estate Equities in Q4 2017 and held it in 15 quarters.
Contravisory Investment Management's Alexandria Real Estate Equities position peaked at $496K in Q4 2021.
617 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on Contravisory Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.