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Legacy Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Legacy 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
2018
Q2 		– Sell
-14
Closed -$2K – 410
2018
Q1 		$2K Buy
+14
New +$1.74K ﹤0.01% 329

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legacy Advisors's ARE Position: Q2 2018 in Review

Legacy Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2018, closing a stake of 14 shares — an estimated $2K sold.

Legacy Advisors first reported a position in ARE in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 440 funds tracked by Wall St. Rank hold ARE as of Q2 2018.

  • Legacy Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2018 after selling out during the quarter.
  • Legacy Advisors sold 14 Alexandria Real Estate Equities shares in Q2 2018, an estimated $2K.
  • Legacy Advisors first reported a position in Alexandria Real Estate Equities in Q1 2018 and held it in 1 quarter.
  • Legacy Advisors's Alexandria Real Estate Equities position peaked at $2K in Q1 2018.
  • 440 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.