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Fiduciary Trust’s Alexandria Real Estate Equities ARE Stock Holding History

Fiduciary Trust’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
2022
Q4 		– Sell
-1,875
Closed -$263K – 626
2022
Q3 		$263K Buy
1,875
+233
+14% +$35.8K 0.01% 549
2022
Q2 		$238K Hold
1,642
– – 0.01% 579
2022
Q1 		$331K Sell
1,642
-511
-24% -$99.7K 0.01% 546
2021
Q4 		$480K Hold
2,153
– – 0.01% 480
2021
Q3 		$412K Sell
2,153
-2
-0.1% -$398 0.01% 500
2021
Q2 		$392K Hold
2,155
– – 0.01% 509
2021
Q1 		$354K Hold
2,155
– – 0.01% 509
2020
Q4 		$384K Hold
2,155
– – 0.01% 468
2020
Q3 		$345K Sell
2,155
-22
-1% -$3.67K 0.01% 450
2020
Q2 		$353K Sell
2,177
-16
-0.7% -$2.45K 0.01% 433
2020
Q1 		$301K Buy
2,193
+28
+1% +$4.38K 0.01% 419
2019
Q4 		$349K Buy
2,165
+3
+0.1% +$473 0.01% 429
2019
Q3 		$333K Buy
2,162
+354
+20% +$52.3K 0.01% 433
2019
Q2 		$255K Hold
1,808
– – 0.01% 453
2019
Q1 		$258K Hold
1,808
– – 0.01% 431
2018
Q4 		$208K Sell
1,808
-3
-0.2% -$366 0.01% 428
2018
Q3 		$227K Buy
1,811
+1
+0.1% +$126 0.01% 438
2018
Q2 		$228K Sell
1,810
-4
-0.2% -$500 0.01% 427
2018
Q1 		$227K Buy
+1,814
New +$225K 0.01% 422

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Trust's ARE Position: Q4 2022 in Review

Fiduciary Trust sold out of Alexandria Real Estate Equities (ARE) in Q4 2022, closing a stake of 1,875 shares — an estimated $263K sold.

Fiduciary Trust first reported a position in ARE in Q1 2018 and held it in 19 quarters. The position peaked at $480K in Q4 2021. 630 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

  • Fiduciary Trust reported no remaining Alexandria Real Estate Equities position as of Q4 2022 after selling out during the quarter.
  • Fiduciary Trust sold 1,875 Alexandria Real Estate Equities shares in Q4 2022, an estimated $263K.
  • Fiduciary Trust first reported a position in Alexandria Real Estate Equities in Q1 2018 and held it in 19 quarters.
  • Fiduciary Trust's Alexandria Real Estate Equities position peaked at $480K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on Fiduciary Trust's 13F filing for Q4 2022, filed 14 Feb 2023.