LSA
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L & S Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

L & S 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
2020
Q3 		– Sell
-6,418
Closed -$1.04M – 299
2020
Q2 		$1.04M Buy
+6,418
New +$981K 0.16% 162
2019
Q4 		– Sell
-16,491
Closed -$2.54M – 304
2019
Q3 		$2.54M Buy
16,491
+8,261
+100% +$1.22M 0.36% 85
2019
Q2 		$1.16M Sell
8,230
-175
-2% -$25.3K 0.15% 155
2019
Q1 		$1.2M Buy
+8,405
New +$1.11M 0.16% 148

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L & S Advisors's ARE Position: Q3 2020 in Review

L & S Advisors sold out of Alexandria Real Estate Equities (ARE) in Q3 2020, closing a stake of 6,418 shares — an estimated $1.04M sold.

L & S Advisors first reported a position in ARE in Q1 2019 and held it in 4 quarters. The position peaked at $2.54M in Q3 2019. 546 funds tracked by Wall St. Rank hold ARE as of Q3 2020.

  • L & S Advisors reported no remaining Alexandria Real Estate Equities position as of Q3 2020 after selling out during the quarter.
  • L & S Advisors sold 6,418 Alexandria Real Estate Equities shares in Q3 2020, an estimated $1.04M.
  • L & S Advisors first reported a position in Alexandria Real Estate Equities in Q1 2019 and held it in 4 quarters.
  • L & S Advisors's Alexandria Real Estate Equities position peaked at $2.54M in Q3 2019.
  • 546 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2020.

Based on L & S Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.