HBW
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Hazlett, Burt & Watson’s Alexandria Real Estate Equities ARE Stock Holding History

Hazlett, Burt & Watson’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
Q2 		– Sell
-50
Closed -$6K – 669
2023
Q1 		$6K Hold
50
– – ﹤0.01% 494
2022
Q4 		$7K Hold
50
– – 0.01% 490
2022
Q3 		$7K Hold
50
– – 0.01% 483
2022
Q2 		$7K Sell
50
-50
-50% -$8.48K 0.01% 477
2022
Q1 		$20K Buy
+100
New +$19.5K 0.02% 395

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hazlett, Burt & Watson's ARE Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of Alexandria Real Estate Equities (ARE) in Q2 2023, closing a stake of 50 shares — an estimated $6K sold.

Hazlett, Burt & Watson first reported a position in ARE in Q1 2022 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 594 funds tracked by Wall St. Rank hold ARE as of Q2 2023.

  • Hazlett, Burt & Watson reported no remaining Alexandria Real Estate Equities position as of Q2 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 50 Alexandria Real Estate Equities shares in Q2 2023, an estimated $6K.
  • Hazlett, Burt & Watson first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 5 quarters.
  • Hazlett, Burt & Watson's Alexandria Real Estate Equities position peaked at $20K in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.