Financial Architects (New Jersey)’s Alexandria Real Estate Equities ARE Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-18	Closed	-$3K	–	302
2020 Q2	$3K	Hold	18	–	–	﹤0.01%	768
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	768
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	799
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	871
2019 Q2	$3K	Buy	+18	New	+$2.6K	﹤0.01%	1049
2019 Q1	–	Hold	0	–	–	–	1279
2018 Q4	–	Hold	0	–	–	–	1217
2018 Q3	–	Hold	0	–	–	–	1315
2018 Q2	–	Hold	0	–	–	–	1198

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Architects (New Jersey)'s ARE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Alexandria Real Estate Equities (ARE) in Q3 2020, closing a stake of 18 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in ARE in Q2 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2020. 546 funds tracked by Wall St. Rank hold ARE as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Alexandria Real Estate Equities position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 18 Alexandria Real Estate Equities shares in Q3 2020, an estimated $3K.
Financial Architects (New Jersey) first reported a position in Alexandria Real Estate Equities in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s Alexandria Real Estate Equities position peaked at $3K in Q2 2020.
546 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.