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Financial Advocates Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Financial Advocates Investment Management’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
-2,197
Closed -$402K – 761
2022
Q3 		$402K Buy
+2,197
New +$337K 0.03% 469

Other funds holding ARE

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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 $155B AUM 29.93% 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

Financial Advocates Investment Management's ARE Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2022, closing a stake of 2,197 shares — an estimated $402K sold.

Financial Advocates Investment Management first reported a position in ARE in Q3 2022 and held it in 1 quarter. The position peaked at $402K in Q3 2022. 631 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Alexandria Real Estate Equities position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,197 Alexandria Real Estate Equities shares in Q4 2022, an estimated $402K.
  • Financial Advocates Investment Management first reported a position in Alexandria Real Estate Equities in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Alexandria Real Estate Equities position peaked at $402K in Q3 2022.
  • 631 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.