Janiczek Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Janiczek Wealth 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
2024 Q2	$44.2K	Hold	376	–	–	0.01%	426
2024 Q1	$48.6K	Hold	376	–	–	0.01%	413
2023 Q4	$47.8K	Buy	376 +305	+430%	+$32.8K	0.01%	393
2023 Q3	$7.11K	Buy	71 +48	+209%	+$5.58K	﹤0.01%	687
2023 Q2	$2.61K	Buy	+23	New	+$2.74K	﹤0.01%	740
2020 Q3	–	Sell	-14	Closed	-$2K	–	639
2020 Q2	$2K	Buy	+14	New	+$2.14K	﹤0.01%	269

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Janiczek Wealth Management's ARE Position: Q2 2024 in Review

Janiczek Wealth Management held its Alexandria Real Estate Equities (ARE) position steady in Q2 2024 at 376 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #426.

Janiczek Wealth Management first reported a position in ARE in Q2 2020 and has held it in 6 quarters since. The position peaked at $48.6K in Q1 2024. 673 funds tracked by Wall St. Rank hold ARE as of Q2 2024.

Janiczek Wealth Management held 376 shares of Alexandria Real Estate Equities worth $44.2K as of Q2 2024.
Janiczek Wealth Management left its Alexandria Real Estate Equities share count unchanged in Q2 2024.
Alexandria Real Estate Equities made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #426 holding.
Janiczek Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2020 and has held it in 6 quarters since.
Janiczek Wealth Management's Alexandria Real Estate Equities position peaked at $48.6K in Q1 2024.
673 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.