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FDx Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

FDx 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
2023
Q4 		– Sell
-2,282
Closed -$228K – 674
2023
Q3 		$228K Sell
2,282
-21
-0.9% -$2.44K 0.02% 563
2023
Q2 		$261K Sell
2,303
-12
-0.5% -$1.43K 0.01% 641
2023
Q1 		$337K Hold
2,315
– – 0.01% 528
2022
Q4 		$337K Buy
2,315
+254
+12% +$36.7K 0.01% 528
2022
Q3 		$289K Buy
+2,061
New +$316K 0.01% 566
2021
Q1 		– Sell
-1,665
Closed -$297K – 766
2020
Q4 		$297K Sell
1,665
-55
-3% -$9.09K 0.01% 575
2020
Q3 		$275K Buy
+1,720
New +$287K 0.01% 509
2018
Q4 		– Sell
-1,867
Closed -$235K – 563
2018
Q3 		$235K Buy
+1,867
New +$236K 0.01% 780
2018
Q2 		– Sell
-3,958
Closed -$494K – 862
2018
Q1 		$494K Sell
3,958
-501
-11% -$62.2K 0.01% 772
2017
Q4 		$582K Sell
4,459
-192
-4% -$24.2K 0.02% 738
2017
Q3 		$553K Buy
4,651
+1,430
+44% +$172K 0.02% 758
2017
Q2 		$388K Sell
3,221
-757
-19% -$88.1K 0.01% 869
2017
Q1 		$440K Sell
3,978
-782
-16% -$88.3K 0.01% 820
2016
Q4 		$529K Buy
4,760
+25
+0.5% +$2.68K 0.02% 746
2016
Q3 		$515K Buy
4,735
+198
+4% +$21.6K 0.02% 608
2016
Q2 		$470K Sell
4,537
-56
-1% -$5.34K 0.02% 621
2016
Q1 		$417K Sell
4,593
-1,125
-20% -$91.6K 0.02% 634
2015
Q4 		$517K Buy
5,718
+1,865
+48% +$169K 0.02% 548
2015
Q3 		$326K Buy
3,853
+210
+6% +$18.9K 0.03% 596
2015
Q2 		$301K Buy
+3,643
New +$338K 0.01% 747
2015
Q1 		– Sell
-3,238
Closed -$287K – 1866
2014
Q4 		$287K Sell
3,238
-307
-9% -$25.7K 0.02% 735
2014
Q3 		$261K Sell
3,545
-1,614
-31% -$126K 0.02% 836
2014
Q2 		$401K Buy
5,159
+2,264
+78% +$170K 0.03% 665
2014
Q1 		$210K Buy
+2,895
New +$203K 0.02% 717

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FDx Advisors's ARE Position: Q4 2023 in Review

FDx Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2023, closing a stake of 2,282 shares — an estimated $228K sold.

FDx Advisors first reported a position in ARE in Q1 2014 and held it in 24 quarters. The position peaked at $582K in Q4 2017. 653 funds tracked by Wall St. Rank hold ARE as of Q4 2023.

  • FDx Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2023 after selling out during the quarter.
  • FDx Advisors sold 2,282 Alexandria Real Estate Equities shares in Q4 2023, an estimated $228K.
  • FDx Advisors first reported a position in Alexandria Real Estate Equities in Q1 2014 and held it in 24 quarters.
  • FDx Advisors's Alexandria Real Estate Equities position peaked at $582K in Q4 2017.
  • 653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.