IPC
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Independent Portfolio Consultants’s Alexandria Real Estate Equities ARE Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-70
Closed -$7K – 871
2015
Q1 		$7K Sell
70
-50
-42% -$4.82K ﹤0.01% 741
2014
Q4 		$11K Buy
120
+95
+380% +$7.94K ﹤0.01% 707
2014
Q3 		$2K Buy
+25
New +$1.95K ﹤0.01% 811

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Independent Portfolio Consultants's ARE Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Alexandria Real Estate Equities (ARE) in Q2 2015, closing a stake of 70 shares — an estimated $7K sold.

Independent Portfolio Consultants first reported a position in ARE in Q3 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2014. 283 funds tracked by Wall St. Rank hold ARE as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Alexandria Real Estate Equities position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 70 Alexandria Real Estate Equities shares in Q2 2015, an estimated $7K.
  • Independent Portfolio Consultants first reported a position in Alexandria Real Estate Equities in Q3 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's Alexandria Real Estate Equities position peaked at $11K in Q4 2014.
  • 283 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.