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

Lenox Wealth 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
2020
Q2 		$280K Buy
1,718
+150
+10% +$22.9K 0.09% 126
2020
Q1 		$216K Buy
1,568
+1,491
+1,936% +$233K 0.07% 128
2019
Q4 		$13K Hold
77
– – ﹤0.01% 400
2019
Q3 		$11K Sell
77
-10
-11% -$1.48K ﹤0.01% 431
2019
Q2 		$12K Hold
87
– – ﹤0.01% 406
2019
Q1 		$12K Hold
87
– – ﹤0.01% 422
2018
Q4 		$10K Buy
87
+12
+16% +$1.46K ﹤0.01% 383
2018
Q3 		$2K Buy
+75
New +$9.48K ﹤0.01% 570

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Management's ARE Position: Q2 2020 in Review

Lenox Wealth Management increased its Alexandria Real Estate Equities (ARE) stake by 9.6% in Q2 2020, buying an estimated $22.9K and bringing the position to 1,718 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #126.

Lenox Wealth Management first reported a position in ARE in Q3 2018 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold ARE as of Q2 2020.

  • Lenox Wealth Management held 1,718 shares of Alexandria Real Estate Equities worth $280K as of Q2 2020.
  • Lenox Wealth Management bought 150 Alexandria Real Estate Equities shares in Q2 2020, an estimated $22.9K.
  • Alexandria Real Estate Equities made up 0.09% of Lenox Wealth Management's portfolio in Q2 2020, its #126 holding.
  • Lenox Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2018 and has held it in 8 quarters since.
  • 506 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.