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

Industrial Alliance 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
2023 Q2	–	Sell	-25,700	Closed	-$3.23M	–	197
2023 Q1	$3.23M	Sell	25,700 -27,490	-52%	-$4.04M	0.09%	184
2022 Q4	$7.75M	Buy	53,190 +5,660	+12%	+$818K	0.22%	111
2022 Q3	$6.66M	Buy	47,530 +4,520	+11%	+$694K	0.2%	118
2022 Q2	$6.24M	Buy	43,010 +23,050	+115%	+$3.91M	0.18%	122
2022 Q1	$4.02M	Sell	19,960 -6,530	-25%	-$1.27M	0.1%	178
2021 Q4	$5.91M	Buy	+26,490	New	+$5.48M	0.14%	148

Other funds holding ARE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Industrial Alliance Investment Management's ARE Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2023, closing a stake of 25,700 shares — an estimated $3.23M sold.

Industrial Alliance Investment Management first reported a position in ARE in Q4 2021 and held it in 6 quarters. The position peaked at $7.75M in Q4 2022. 595 funds tracked by Wall St. Rank hold ARE as of Q2 2023.

Industrial Alliance Investment Management reported no remaining Alexandria Real Estate Equities position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 25,700 Alexandria Real Estate Equities shares in Q2 2023, an estimated $3.23M.
Industrial Alliance Investment Management first reported a position in Alexandria Real Estate Equities in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's Alexandria Real Estate Equities position peaked at $7.75M in Q4 2022.
595 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.