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

Legacy Financial 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
2019
Q2 		– Sell
-225
Closed -$32K – 174
2019
Q1 		$32K Buy
225
+17
+8% +$2.24K 0.01% 359
2018
Q4 		$24K Buy
208
+117
+129% +$14.3K 0.01% 370
2018
Q3 		$11K Sell
91
-116
-56% -$14.7K ﹤0.01% 487
2018
Q2 		$26K Buy
207
+92
+80% +$11.5K 0.01% 338
2018
Q1 		$13K Buy
115
+30
+35% +$3.72K 0.01% 422
2017
Q4 		$11K Buy
+85
New +$10.7K ﹤0.01% 447

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return