Focused Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Focused Wealth 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
2021 Q1	–	Sell	-750	Closed	-$134K	–	902
2020 Q4	$134K	Hold	750	–	–	0.03%	209
2020 Q3	$120K	Hold	750	–	–	0.03%	211
2020 Q2	$122K	Buy	+750	New	+$115K	0.03%	191
2020 Q1	–	Sell	-1,300	Closed	-$210K	–	700
2019 Q4	$210K	Hold	1,300	–	–	0.05%	145
2019 Q3	$200K	Hold	1,300	–	–	0.06%	135
2019 Q2	$183K	Buy	+1,300	New	+$188K	0.05%	156

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 $3.37T 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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Focused Wealth Management's ARE Position: Q1 2021 in Review

Focused Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2021, closing a stake of 750 shares — an estimated $134K sold.

Focused Wealth Management first reported a position in ARE in Q2 2019 and held it in 6 quarters. The position peaked at $210K in Q4 2019. 555 funds tracked by Wall St. Rank hold ARE as of Q1 2021.

Focused Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q1 2021 after selling out during the quarter.
Focused Wealth Management sold 750 Alexandria Real Estate Equities shares in Q1 2021, an estimated $134K.
Focused Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2019 and held it in 6 quarters.
Focused Wealth Management's Alexandria Real Estate Equities position peaked at $210K in Q4 2019.
555 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.