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Legacy Wealth Asset Management’s Alexandria Real Estate Equities ARE Stock Holding History

Legacy Wealth Asset Management’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
Q4 		– Sell
-4,152
Closed -$493K – 349
2024
Q3 		$493K Sell
4,152
-1,658
-29% -$198K 0.13% 248
2024
Q2 		$680K Buy
5,810
+105
+2% +$12.5K 0.19% 153
2024
Q1 		$735K Buy
5,705
+3,640
+176% +$449K 0.2% 140
2023
Q4 		$262K Buy
2,065
+20
+1% +$2.15K 0.09% 307
2023
Q3 		$205K Sell
2,045
-5
-0.2% -$581 0.08% 319
2023
Q2 		$233K Buy
2,050
+15
+0.7% +$1.79K 0.08% 322
2023
Q1 		$256K Buy
2,035
+62
+3% +$9.11K 0.09% 302
2022
Q4 		$287K Buy
1,973
+79
+4% +$11.4K 0.11% 289
2022
Q3 		$266K Buy
1,894
+213
+13% +$32.7K 0.12% 277
2022
Q2 		$244K Sell
1,681
-6
-0.4% -$1.02K 0.1% 261
2022
Q1 		$340K Buy
1,687
+462
+38% +$90.2K 0.12% 235
2021
Q4 		$273K Buy
1,225
+18
+1% +$3.73K 0.09% 271
2021
Q3 		$231K Buy
1,207
+1
+0.1% +$199 0.11% 269
2021
Q2 		$219K Buy
+1,206
New +$216K 0.1% 284
2021
Q1 		– Sell
-1,142
Closed -$204K – 289
2020
Q4 		$204K Buy
+1,142
New +$189K 0.1% 275

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Wealth Asset Management's ARE Position: Q4 2024 in Review

Legacy Wealth Asset Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 4,152 shares — an estimated $493K sold.

Legacy Wealth Asset Management first reported a position in ARE in Q4 2020 and held it in 15 quarters. The position peaked at $735K in Q1 2024. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Legacy Wealth Asset Management reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,152 Alexandria Real Estate Equities shares in Q4 2024, an estimated $493K.
  • Legacy Wealth Asset Management first reported a position in Alexandria Real Estate Equities in Q4 2020 and held it in 15 quarters.
  • Legacy Wealth Asset Management's Alexandria Real Estate Equities position peaked at $735K in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.