KA
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Kaizen Advisory’s Alexandria Real Estate Equities ARE Stock Holding History

Kaizen Advisory’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
2018
Q4 		$35K Buy
306
+39
+15% +$4.76K 0.02% 393
2018
Q3 		$34K Hold
267
– – 0.02% 419
2018
Q2 		$34K Buy
267
+178
+200% +$22.2K 0.02% 404
2018
Q1 		$11K Hold
89
– – 0.01% 453
2017
Q4 		$12K Buy
+89
New +$11.2K 0.01% 434

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kaizen Advisory's ARE Position: Q4 2018 in Review

Kaizen Advisory increased its Alexandria Real Estate Equities (ARE) stake by 15% in Q4 2018, buying an estimated $4.76K and bringing the position to 306 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #393.

Kaizen Advisory first reported a position in ARE in Q4 2017 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold ARE as of Q4 2018.

  • Kaizen Advisory held 306 shares of Alexandria Real Estate Equities worth $35K as of Q4 2018.
  • Kaizen Advisory bought 39 Alexandria Real Estate Equities shares in Q4 2018, an estimated $4.76K.
  • Alexandria Real Estate Equities made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #393 holding.
  • Kaizen Advisory first reported a position in Alexandria Real Estate Equities in Q4 2017 and has held it in 5 quarters since.
  • 434 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.