GWM
ARE icon

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

Gupta 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
2015
Q4 		– Sell
-340
Closed -$29K – 1243
2015
Q3 		$29K Hold
340
– – 0.01% 581
2015
Q2 		$31K Buy
+340
New +$31.5K 0.01% 609

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's ARE Position: Q4 2015 in Review

Gupta Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2015, closing a stake of 340 shares — an estimated $29K sold.

Gupta Wealth Management first reported a position in ARE in Q2 2015 and held it in 2 quarters. The position peaked at $31K in Q2 2015. 300 funds tracked by Wall St. Rank hold ARE as of Q4 2015.

  • Gupta Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 340 Alexandria Real Estate Equities shares in Q4 2015, an estimated $29K.
  • Gupta Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Alexandria Real Estate Equities position peaked at $31K in Q2 2015.
  • 300 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.