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

Friedberg 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
2017 Q3	$754K	Sell	6,342 -22,342	-78%	-$2.68M	1.22%	31
2017 Q2	$3.46M	Sell	28,684 -1,494	-5%	-$174K	1.48%	27
2017 Q1	$3.33M	Sell	30,178 -972	-3%	-$110K	1.41%	30
2016 Q4	$3.46M	Sell	31,150 -1,585	-5%	-$170K	1.58%	23
2016 Q3	$3.56M	Sell	32,735 -685	-2%	-$74.6K	1.53%	23
2016 Q2	$3.46M	Sell	33,420 -735	-2%	-$70.2K	1.63%	22
2016 Q1	$3.1M	Buy	34,155 +1,216	+4%	+$99K	1.55%	25
2015 Q4	$2.98M	Sell	32,939 -4,945	-13%	-$447K	1.45%	25
2015 Q3	$3.21M	Buy	37,884 +6,935	+22%	+$624K	1.53%	24
2015 Q2	$2.71M	Sell	30,949 -95	-0.3%	-$8.81K	1.02%	37
2015 Q1	$3.04M	Sell	31,044 -296	-0.9%	-$28.5K	1.11%	33
2014 Q4	$2.78M	Buy	+31,340	New	+$2.62M	1.09%	36

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Friedberg Investment Management's ARE Position: Q3 2017 in Review

Friedberg Investment Management reduced its Alexandria Real Estate Equities (ARE) stake by 78% in Q3 2017, selling an estimated $2.68M and leaving 6,342 shares worth $754K. The position accounts for 1.22% of the portfolio, ranked #31.

Friedberg Investment Management first reported a position in ARE in Q4 2014 and has held it in 12 quarters since. The position peaked at $3.56M in Q3 2016. 375 funds tracked by Wall St. Rank hold ARE as of Q3 2017.

Friedberg Investment Management held 6,342 shares of Alexandria Real Estate Equities worth $754K as of Q3 2017.
Friedberg Investment Management sold 22,342 Alexandria Real Estate Equities shares in Q3 2017, an estimated $2.68M.
Alexandria Real Estate Equities made up 1.22% of Friedberg Investment Management's portfolio in Q3 2017, its #31 holding.
Friedberg Investment Management first reported a position in Alexandria Real Estate Equities in Q4 2014 and has held it in 12 quarters since.
Friedberg Investment Management's Alexandria Real Estate Equities position peaked at $3.56M in Q3 2016.
375 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.