Gideon Capital Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-2,023	Closed	-$312K	–	263
2019 Q3	$312K	Sell	2,023 -15,241	-88%	-$2.25M	0.1%	228
2019 Q2	$2.44M	Buy	+17,264	New	+$2.49M	0.84%	24
2018 Q3	–	Sell	-7,019	Closed	-$886K	–	344
2018 Q2	$886K	Buy	+7,019	New	+$877K	0.44%	52
2016 Q1	–	Sell	-4,776	Closed	-$432K	–	142
2015 Q4	$432K	Sell	4,776 -16,692	-78%	-$1.51M	0.31%	116
2015 Q3	$1.82M	Buy	+21,468	New	+$1.93M	1.06%	15
2014 Q2	–	Sell	-5,772	Closed	-$419K	–	246
2014 Q1	$419K	Buy	+5,772	New	+$405K	0.23%	130

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

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

AAMU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gideon Capital Advisors's ARE Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2019, closing a stake of 2,023 shares — an estimated $312K sold.

Gideon Capital Advisors first reported a position in ARE in Q1 2014 and held it in 6 quarters. The position peaked at $2.44M in Q2 2019. 456 funds tracked by Wall St. Rank hold ARE as of Q4 2019.

Gideon Capital Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 2,023 Alexandria Real Estate Equities shares in Q4 2019, an estimated $312K.
Gideon Capital Advisors first reported a position in Alexandria Real Estate Equities in Q1 2014 and held it in 6 quarters.
Gideon Capital Advisors's Alexandria Real Estate Equities position peaked at $2.44M in Q2 2019.
456 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.