EWA
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Evolution Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Evolution 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
2021
Q4 		– Sell
-15
Closed -$3K – 173
2021
Q3 		$3K Hold
15
– – ﹤0.01% 590
2021
Q2 		$3K Hold
15
– – ﹤0.01% 574
2021
Q1 		$2K Hold
15
– – ﹤0.01% 622
2020
Q4 		$3K Hold
15
– – ﹤0.01% 501
2020
Q3 		$2K Hold
15
– – ﹤0.01% 525
2020
Q2 		$2K Buy
+15
New +$2.29K ﹤0.01% 465
2020
Q1 		– Sell
-25
Closed -$4K – 329
2019
Q4 		$4K Buy
+25
New +$3.94K ﹤0.01% 425

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolution Wealth Advisors's ARE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2021, closing a stake of 15 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in ARE in Q4 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2019. 605 funds tracked by Wall St. Rank hold ARE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 15 Alexandria Real Estate Equities shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Alexandria Real Estate Equities position peaked at $4K in Q4 2019.
  • 605 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.