CFN
ARE icon

Cordasco Financial Network’s Alexandria Real Estate Equities ARE Stock Holding History

Cordasco Financial Network’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
Q2 		$31K Hold
215
– – 0.02% 238
2022
Q1 		$43K Hold
215
– – 0.03% 216
2021
Q4 		$48K Buy
+215
New +$44.5K 0.03% 209

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cordasco Financial Network's ARE Position: Q2 2022 in Review

Cordasco Financial Network held its Alexandria Real Estate Equities (ARE) position steady in Q2 2022 at 215 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #238.

Cordasco Financial Network first reported a position in ARE in Q4 2021 and has held it in 3 quarters since. The position peaked at $48K in Q4 2021. 614 funds tracked by Wall St. Rank hold ARE as of Q2 2022.

  • Cordasco Financial Network held 215 shares of Alexandria Real Estate Equities worth $31K as of Q2 2022.
  • Cordasco Financial Network left its Alexandria Real Estate Equities share count unchanged in Q2 2022.
  • Alexandria Real Estate Equities made up 0.02% of Cordasco Financial Network's portfolio in Q2 2022, its #238 holding.
  • Cordasco Financial Network first reported a position in Alexandria Real Estate Equities in Q4 2021 and has held it in 3 quarters since.
  • Cordasco Financial Network's Alexandria Real Estate Equities position peaked at $48K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.