GW
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GW & Wade’s Alexandria Real Estate Equities ARE Stock Holding History

GW & Wade’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
2020
Q1 		– Sell
-2,004
Closed -$324K – 220
2019
Q4 		$324K Buy
2,004
+12
+0.6% +$1.89K 0.02% 189
2019
Q3 		$307K Buy
1,992
+13
+0.7% +$1.92K 0.03% 183
2019
Q2 		$279K Buy
1,979
+6
+0.3% +$866 0.03% 195
2019
Q1 		$281K Buy
+1,973
New +$260K 0.03% 190

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GW & Wade's ARE Position: Q1 2020 in Review

GW & Wade sold out of Alexandria Real Estate Equities (ARE) in Q1 2020, closing a stake of 2,004 shares — an estimated $324K sold.

GW & Wade first reported a position in ARE in Q1 2019 and held it in 4 quarters. The position peaked at $324K in Q4 2019. 482 funds tracked by Wall St. Rank hold ARE as of Q1 2020.

  • GW & Wade reported no remaining Alexandria Real Estate Equities position as of Q1 2020 after selling out during the quarter.
  • GW & Wade sold 2,004 Alexandria Real Estate Equities shares in Q1 2020, an estimated $324K.
  • GW & Wade first reported a position in Alexandria Real Estate Equities in Q1 2019 and held it in 4 quarters.
  • GW & Wade's Alexandria Real Estate Equities position peaked at $324K in Q4 2019.
  • 482 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2020.

Based on GW & Wade's 13F filing for Q1 2020, filed 6 May 2020.