JMPWA
ARE icon

JP Morgan Private Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

JP Morgan Private Wealth 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 		$10.2M Sell
102,345
-331,690
-76% -$38.5M 0.03% 372
2023
Q2 		$49.3M Sell
434,035
-173,415
-29% -$20.6M 0.26% 86
2023
Q1 		$76.3M Buy
607,450
+72,894
+14% +$10.7M 0.16% 135
2022
Q4 		$77.9M Buy
534,556
+235,821
+79% +$34.1M 0.17% 127
2022
Q3 		$41.9M Buy
298,735
+11,073
+4% +$1.7M 0.11% 192
2022
Q2 		$41.7M Buy
287,662
+32,730
+13% +$5.55M 0.11% 194
2022
Q1 		$51.3M Buy
254,932
+52,988
+26% +$10.3M 0.11% 188
2021
Q4 		$45M Buy
201,944
+10,371
+5% +$2.15M 0.1% 200
2021
Q3 		$36.6M Buy
191,573
+14,825
+8% +$2.95M 0.09% 224
2021
Q2 		$32.2M Buy
176,748
+14,366
+9% +$2.57M 0.08% 232
2021
Q1 		$26.7M Sell
162,382
-760
-0.5% -$127K 0.09% 222
2020
Q4 		$29.1M Buy
163,142
+58
+0% +$9.59K 0.09% 207
2020
Q3 		$26.1M Buy
163,084
+57
+0% +$9.52K 0.1% 183
2020
Q2 		$26.5M Buy
163,027
+37,142
+30% +$5.68M 0.12% 165
2020
Q1 		$17.3M Buy
125,885
+64,547
+105% +$10.1M 0.1% 188
2019
Q4 		$9.91M Buy
61,338
+1,556
+3% +$245K 0.05% 309
2019
Q3 		$9.21M Buy
59,782
+3,900
+7% +$576K 0.05% 306
2019
Q2 		$7.88M Sell
55,882
-1,071
-2% -$155K 0.04% 309
2019
Q1 		$8.12M Buy
56,953
+1,363
+2% +$179K 0.04% 313
2018
Q4 		$6.41M Sell
55,590
-980
-2% -$120K 0.04% 323
2018
Q3 		$7.12M Buy
56,570
+3,555
+7% +$449K 0.03% 358
2018
Q2 		$6.69M Buy
+53,015
New +$6.62M 0.04% 341

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ARE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 76% in Q3 2023, selling an estimated $38.5M and leaving 102,345 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #372.

JP Morgan Private Wealth Advisors first reported a position in ARE in Q2 2018 and has held it in 22 quarters since. The position peaked at $77.9M in Q4 2022. 569 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 102,345 shares of Alexandria Real Estate Equities worth $10.2M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 331,690 Alexandria Real Estate Equities shares in Q3 2023, an estimated $38.5M.
  • Alexandria Real Estate Equities made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #372 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Alexandria Real Estate Equities position peaked at $77.9M in Q4 2022.
  • 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.