First Affirmative Financial Network’s Alexandria Real Estate Equities ARE Stock Holding History

First Affirmative Financial Network’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 Q1	–	Sell	-1,610	Closed	-$234K	–	165
2022 Q4	$234K	Sell	1,610 -218	-12%	-$31.5K	0.28%	118
2022 Q3	$256K	Sell	1,828 -178	-9%	-$27.3K	0.33%	94
2022 Q2	$291K	Sell	2,006 -14	-0.7%	-$2.38K	0.33%	87
2022 Q1	$407K	Buy	2,020 +219	+12%	+$42.7K	0.39%	70
2021 Q4	$401K	Buy	1,801 +505	+39%	+$105K	0.37%	74
2021 Q3	$248K	Buy	+1,296	New	+$258K	0.26%	120

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Affirmative Financial Network's ARE Position: Q1 2023 in Review

First Affirmative Financial Network sold out of Alexandria Real Estate Equities (ARE) in Q1 2023, closing a stake of 1,610 shares — an estimated $234K sold.

First Affirmative Financial Network first reported a position in ARE in Q3 2021 and held it in 6 quarters. The position peaked at $407K in Q1 2022. 616 funds tracked by Wall St. Rank hold ARE as of Q1 2023.

First Affirmative Financial Network reported no remaining Alexandria Real Estate Equities position as of Q1 2023 after selling out during the quarter.
First Affirmative Financial Network sold 1,610 Alexandria Real Estate Equities shares in Q1 2023, an estimated $234K.
First Affirmative Financial Network first reported a position in Alexandria Real Estate Equities in Q3 2021 and held it in 6 quarters.
First Affirmative Financial Network's Alexandria Real Estate Equities position peaked at $407K in Q1 2022.
616 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2023.

Based on First Affirmative Financial Network's 13F filing for Q1 2023, filed 11 Apr 2023.