CSat Investment Advisory’s Alexandria Real Estate Equities ARE Stock Holding History

CSat Investment Advisory’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 Q1	$40K	Buy	242 +83	+52%	+$13.8K	0.03%	244
2020 Q4	$28K	Sell	159 -335	-68%	-$55.4K	0.03%	274
2020 Q3	$79K	Buy	494 +49	+11%	+$8.18K	0.01%	553
2020 Q2	$72K	Buy	445 +170	+62%	+$26K	0.01%	590
2020 Q1	$37K	Buy	275 +14	+5%	+$2.19K	0.01%	602
2019 Q4	$42K	Buy	261 +31	+13%	+$4.89K	0.01%	645
2019 Q3	$35K	Buy	230 +6	+3%	+$887	0.01%	630
2019 Q2	$32K	Buy	224 +89	+66%	+$12.9K	0.01%	639
2019 Q1	$19K	Sell	135 -22	-14%	-$2.9K	0.01%	322
2018 Q4	$18K	Buy	157 +36	+30%	+$4.39K	0.01%	305
2018 Q3	$15K	Buy	121 +17	+16%	+$2.15K	0.01%	273
2018 Q2	$13K	Buy	+104	New	+$13K	0.01%	274

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CSat Investment Advisory's ARE Position: Q1 2021 in Review

CSat Investment Advisory increased its Alexandria Real Estate Equities (ARE) stake by 52% in Q1 2021, buying an estimated $13.8K and bringing the position to 242 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #244.

CSat Investment Advisory first reported a position in ARE in Q2 2018 and has held it in 12 quarters since. The position peaked at $79K in Q3 2020. 554 funds tracked by Wall St. Rank hold ARE as of Q1 2021.

CSat Investment Advisory held 242 shares of Alexandria Real Estate Equities worth $40K as of Q1 2021.
CSat Investment Advisory bought 83 Alexandria Real Estate Equities shares in Q1 2021, an estimated $13.8K.
Alexandria Real Estate Equities made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #244 holding.
CSat Investment Advisory first reported a position in Alexandria Real Estate Equities in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Alexandria Real Estate Equities position peaked at $79K in Q3 2020.
554 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.