FAG
ARE icon

Fortitude Advisory Group’s Alexandria Real Estate Equities ARE Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-261
Closed -$53K – 268
2022
Q1 		$53K Hold
261
– – 0.03% 509
2021
Q4 		$58K Buy
+261
New +$54K 0.03% 496

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fortitude Advisory Group's ARE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Alexandria Real Estate Equities (ARE) in Q2 2022, closing a stake of 261 shares — an estimated $53K sold.

Fortitude Advisory Group first reported a position in ARE in Q4 2021 and held it in 2 quarters. The position peaked at $58K in Q4 2021. 613 funds tracked by Wall St. Rank hold ARE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Alexandria Real Estate Equities position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 261 Alexandria Real Estate Equities shares in Q2 2022, an estimated $53K.
  • Fortitude Advisory Group first reported a position in Alexandria Real Estate Equities in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Alexandria Real Estate Equities position peaked at $58K in Q4 2021.
  • 613 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.