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Crumly & Associates’s Alexandria Real Estate Equities ARE Stock Holding History

Crumly & Associates’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
-4,757
Closed -$556K – 149
2024
Q2 		$556K Buy
4,757
+230
+5% +$27.4K 0.16% 88
2024
Q1 		$584K Sell
4,527
-79
-2% -$9.73K 0.15% 88
2023
Q4 		$584K Buy
4,606
+2,476
+116% +$266K 0.17% 73
2023
Q3 		$213K Sell
2,130
-7
-0.3% -$813 0.08% 109
2023
Q2 		$242K Buy
+2,137
New +$254K 0.1% 107
2022
Q4 		– Sell
-2,357
Closed -$330K – 97
2022
Q3 		$330K Sell
2,357
-52
-2% -$7.98K 0.14% 85
2022
Q2 		$349K Buy
2,409
+408
+20% +$69.2K 0.15% 83
2022
Q1 		$403K Sell
2,001
-3
-0.1% -$585 0.15% 82
2021
Q4 		$384K Sell
2,004
-1,026
-34% -$212K 0.15% 78
2021
Q3 		$579K Buy
3,030
+249
+9% +$49.6K 0.27% 62
2021
Q2 		$506K Buy
2,781
+654
+31% +$117K 0.25% 71
2021
Q1 		$349K Buy
+2,127
New +$355K 0.2% 63

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

Crumly & Associates's ARE Position: Q3 2024 in Review

Crumly & Associates sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 4,757 shares — an estimated $556K sold.

Crumly & Associates first reported a position in ARE in Q1 2021 and held it in 12 quarters. The position peaked at $584K in Q4 2023. 651 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • Crumly & Associates reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • Crumly & Associates sold 4,757 Alexandria Real Estate Equities shares in Q3 2024, an estimated $556K.
  • Crumly & Associates first reported a position in Alexandria Real Estate Equities in Q1 2021 and held it in 12 quarters.
  • Crumly & Associates's Alexandria Real Estate Equities position peaked at $584K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Crumly & Associates's 13F filing for Q3 2024, filed 1 Nov 2024.