CWA
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Cypress Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Cypress Wealth Advisors’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
2019
Q1 		$1.25M Buy
8,762
+1,007
+13% +$133K 1.43% 26
2018
Q4 		$894K Sell
7,755
-1,770
-19% -$216K 1.23% 30
2018
Q3 		$1.2M Buy
9,525
+1,915
+25% +$242K 1.26% 33
2018
Q2 		$960K Buy
7,610
+1,583
+26% +$198K 1.04% 35
2018
Q1 		$753K Buy
+6,027
New +$748K 0.82% 42

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cypress Wealth Advisors's ARE Position: Q1 2019 in Review

Cypress Wealth Advisors increased its Alexandria Real Estate Equities (ARE) stake by 13% in Q1 2019, buying an estimated $133K and bringing the position to 8,762 shares worth $1.25M. The position accounts for 1.43% of the portfolio, ranked #26.

Cypress Wealth Advisors first reported a position in ARE in Q1 2018 and has held it in 5 quarters since. 441 funds tracked by Wall St. Rank hold ARE as of Q1 2019.

  • Cypress Wealth Advisors held 8,762 shares of Alexandria Real Estate Equities worth $1.25M as of Q1 2019.
  • Cypress Wealth Advisors bought 1,007 Alexandria Real Estate Equities shares in Q1 2019, an estimated $133K.
  • Alexandria Real Estate Equities made up 1.43% of Cypress Wealth Advisors's portfolio in Q1 2019, its #26 holding.
  • Cypress Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q1 2018 and has held it in 5 quarters since.
  • 441 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.