HFS
ARE icon

HBC Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

HBC Financial Services’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
2024
Q2 		– Sell
-250
Closed -$29K – 157
2024
Q1 		$29K Hold
250
– – 0.02% 84
2023
Q4 		$31K Buy
250
+50
+25% +$5.38K 0.02% 83
2023
Q3 		$20K Buy
+200
New +$23.2K 0.02% 94

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HBC Financial Services's ARE Position: Q2 2024 in Review

HBC Financial Services sold out of Alexandria Real Estate Equities (ARE) in Q2 2024, closing a stake of 250 shares — an estimated $29K sold.

HBC Financial Services first reported a position in ARE in Q3 2023 and held it in 3 quarters. The position peaked at $31K in Q4 2023. 675 funds tracked by Wall St. Rank hold ARE as of Q2 2024.

  • HBC Financial Services reported no remaining Alexandria Real Estate Equities position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 250 Alexandria Real Estate Equities shares in Q2 2024, an estimated $29K.
  • HBC Financial Services first reported a position in Alexandria Real Estate Equities in Q3 2023 and held it in 3 quarters.
  • HBC Financial Services's Alexandria Real Estate Equities position peaked at $31K in Q4 2023.
  • 675 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.