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Inspire Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Inspire Advisors’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
Q3 		– Sell
-1,872
Closed -$212K – 285
2023
Q2 		$212K Buy
+1,872
New +$223K 0.04% 211
2021
Q1 		– Sell
-667
Closed -$119K – 127
2020
Q4 		$119K Buy
+667
New +$110K 0.04% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Inspire Advisors's ARE Position: Q3 2023 in Review

Inspire Advisors sold out of Alexandria Real Estate Equities (ARE) in Q3 2023, closing a stake of 1,872 shares — an estimated $212K sold.

Inspire Advisors first reported a position in ARE in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q2 2023. 568 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

  • Inspire Advisors reported no remaining Alexandria Real Estate Equities position as of Q3 2023 after selling out during the quarter.
  • Inspire Advisors sold 1,872 Alexandria Real Estate Equities shares in Q3 2023, an estimated $212K.
  • Inspire Advisors first reported a position in Alexandria Real Estate Equities in Q4 2020 and held it in 2 quarters.
  • Inspire Advisors's Alexandria Real Estate Equities position peaked at $212K in Q2 2023.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on Inspire Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.