Hotaling Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Hotaling Investment 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
2022 Q4	$1.29M	Buy	8,860 +94	+1%	+$13.6K	0.58%	57
2022 Q3	$1.23M	Buy	8,766 +34	+0.4%	+$5.22K	0.59%	58
2022 Q2	$1.27M	Buy	8,732 +98	+1%	+$16.6K	0.55%	62
2022 Q1	$1.74M	Buy	8,634 +101	+1%	+$19.7K	0.67%	49
2021 Q4	$1.9M	Buy	8,533 +364	+4%	+$75.3K	0.66%	52
2021 Q3	$1.56M	Buy	8,169 +202	+3%	+$40.2K	0.65%	56
2021 Q2	$1.45M	Buy	7,967 +79	+1%	+$14.1K	0.59%	63
2021 Q1	$1.3M	Buy	7,888 +72	+0.9%	+$12K	0.58%	55
2020 Q4	$1.39M	Buy	7,816 +598	+8%	+$98.8K	0.65%	50
2020 Q3	$1.16M	Sell	7,218 -80	-1%	-$13.4K	0.62%	55
2020 Q2	$1.18M	Buy	+7,298	New	+$1.12M	0.68%	50

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotaling Investment Management's ARE Position: Q4 2022 in Review

Hotaling Investment Management increased its Alexandria Real Estate Equities (ARE) stake by 1.1% in Q4 2022, buying an estimated $13.6K and bringing the position to 8,860 shares worth $1.29M. The position accounts for 0.58% of the portfolio, ranked #57.

Hotaling Investment Management first reported a position in ARE in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.9M in Q4 2021. 630 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

Hotaling Investment Management held 8,860 shares of Alexandria Real Estate Equities worth $1.29M as of Q4 2022.
Hotaling Investment Management bought 94 Alexandria Real Estate Equities shares in Q4 2022, an estimated $13.6K.
Alexandria Real Estate Equities made up 0.58% of Hotaling Investment Management's portfolio in Q4 2022, its #57 holding.
Hotaling Investment Management first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 11 quarters since.
Hotaling Investment Management's Alexandria Real Estate Equities position peaked at $1.9M in Q4 2021.
630 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.