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Laffer Tengler Investments’s Alexandria Real Estate Equities ARE Stock Holding History

Laffer Tengler Investments’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
2024
Q3 		– Sell
-381
Closed -$44.6K – 184
2024
Q2 		$44.6K Buy
381
+7
+2% +$834 0.01% 249
2024
Q1 		$48.2K Buy
374
+69
+23% +$8.5K 0.01% 247
2023
Q4 		$38.7K Sell
305
-1
-0.3% -$108 0.01% 234
2023
Q3 		$30.6K Sell
306
-266
-47% -$30.9K 0.01% 257
2023
Q2 		$64.9K Buy
+572
New +$68.1K 0.02% 283

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 $3.38T AUM 44.17% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Laffer Tengler Investments's ARE Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 381 shares — an estimated $44.6K sold.

Laffer Tengler Investments first reported a position in ARE in Q2 2023 and held it in 5 quarters. The position peaked at $64.9K in Q2 2023. 653 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 381 Alexandria Real Estate Equities shares in Q3 2024, an estimated $44.6K.
  • Laffer Tengler Investments first reported a position in Alexandria Real Estate Equities in Q2 2023 and held it in 5 quarters.
  • Laffer Tengler Investments's Alexandria Real Estate Equities position peaked at $64.9K in Q2 2023.
  • 653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.