LWA
ARE icon

Lenox Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Lenox Wealth 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
2022
Q1 		$0 Sell
2
-1
-33% -$195 ﹤0.01% 767
2021
Q4 		$1K Buy
3
+1
+50% +$207 ﹤0.01% 791
2021
Q3 		$0 Buy
+2
New +$398 ﹤0.01% 713

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's ARE Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Alexandria Real Estate Equities (ARE) stake by 33% in Q1 2022, selling an estimated $195 and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Lenox Wealth Advisors first reported a position in ARE in Q3 2021 and has held it in 3 quarters since. The position peaked at $1K in Q4 2021. 634 funds tracked by Wall St. Rank hold ARE as of Q1 2022.

  • Lenox Wealth Advisors held 2 shares of Alexandria Real Estate Equities worth $0 as of Q1 2022.
  • Lenox Wealth Advisors sold 1 Alexandria Real Estate Equities share in Q1 2022, an estimated $195.
  • Alexandria Real Estate Equities made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #767 holding.
  • Lenox Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q3 2021 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's Alexandria Real Estate Equities position peaked at $1K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.