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Glass Jacobson Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Glass Jacobson Investment 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
2023
Q4 		– Sell
-8
Closed -$801 – 717
2023
Q3 		$801 Buy
8
+6
+300% +$697 ﹤0.01% 716
2023
Q2 		$227 Buy
+2
New +$238 ﹤0.01% 782
2022
Q4 		$1.17K Buy
+8
New +$1.16K ﹤0.01% 719

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Glass Jacobson Investment Advisors's ARE Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2023, closing a stake of 8 shares — an estimated $801 sold.

Glass Jacobson Investment Advisors first reported a position in ARE in Q4 2022 and held it in 3 quarters. The position peaked at $1.17K in Q4 2022. 651 funds tracked by Wall St. Rank hold ARE as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 8 Alexandria Real Estate Equities shares in Q4 2023, an estimated $801.
  • Glass Jacobson Investment Advisors first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Alexandria Real Estate Equities position peaked at $1.17K in Q4 2022.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.