Joel Isaacson & Co’s Alexandria Real Estate Equities ARE Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-36	Closed	-$4K	–	199
2016 Q4	$4K	Hold	36	–	–	﹤0.01%	571
2016 Q3	$4K	Hold	36	–	–	﹤0.01%	629
2016 Q2	$4K	Hold	36	–	–	﹤0.01%	628
2016 Q1	$3K	Hold	36	–	–	﹤0.01%	691
2015 Q4	$3K	Buy	+36	New	+$3.25K	﹤0.01%	651

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joel Isaacson & Co's ARE Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Alexandria Real Estate Equities (ARE) in Q1 2017, closing a stake of 36 shares — an estimated $4K sold.

Joel Isaacson & Co first reported a position in ARE in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 349 funds tracked by Wall St. Rank hold ARE as of Q1 2017.

Joel Isaacson & Co reported no remaining Alexandria Real Estate Equities position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 36 Alexandria Real Estate Equities shares in Q1 2017, an estimated $4K.
Joel Isaacson & Co first reported a position in Alexandria Real Estate Equities in Q4 2015 and held it in 5 quarters.
Joel Isaacson & Co's Alexandria Real Estate Equities position peaked at $4K in Q4 2016.
349 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.