LJAC
ARE icon

L.J. Altfest & Co’s Alexandria Real Estate Equities ARE Stock Holding History

L.J. Altfest & 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
2023
Q2 		– Sell
-4,540
Closed -$570K – 289
2023
Q1 		$570K Sell
4,540
-9
-0.2% -$1.32K 0.09% 151
2022
Q4 		$663K Buy
4,549
+553
+14% +$80K 0.11% 128
2022
Q3 		$560K Buy
3,996
+55
+1% +$8.44K 0.11% 126
2022
Q2 		$572K Buy
3,941
+1,393
+55% +$236K 0.1% 133
2022
Q1 		$513K Buy
+2,548
New +$497K 0.09% 149

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

L.J. Altfest & Co's ARE Position: Q2 2023 in Review

L.J. Altfest & Co sold out of Alexandria Real Estate Equities (ARE) in Q2 2023, closing a stake of 4,540 shares — an estimated $570K sold.

L.J. Altfest & Co first reported a position in ARE in Q1 2022 and held it in 5 quarters. The position peaked at $663K in Q4 2022. 594 funds tracked by Wall St. Rank hold ARE as of Q2 2023.

  • L.J. Altfest & Co reported no remaining Alexandria Real Estate Equities position as of Q2 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,540 Alexandria Real Estate Equities shares in Q2 2023, an estimated $570K.
  • L.J. Altfest & Co first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 5 quarters.
  • L.J. Altfest & Co's Alexandria Real Estate Equities position peaked at $663K in Q4 2022.
  • 594 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2023.

Based on L.J. Altfest & Co's 13F filing for Q2 2023, filed 9 Aug 2023.