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

LGT 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
2024
Q2 		– Sell
-1,139
Closed -$147K – 782
2024
Q1 		$147K Sell
1,139
-58
-5% -$7.15K 0.17% 140
2023
Q4 		$152K Sell
1,197
-76
-6% -$8.18K 0.19% 127
2023
Q3 		$127K Buy
+1,273
New +$148K 0.16% 134
2023
Q1 		– Sell
-1,603
Closed -$234K – 99
2022
Q4 		$234K Buy
+1,603
New +$232K 0.27% 84

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LGT Financial Advisors's ARE Position: Q2 2024 in Review

LGT Financial Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2024, closing a stake of 1,139 shares — an estimated $147K sold.

LGT Financial Advisors first reported a position in ARE in Q4 2022 and held it in 4 quarters. The position peaked at $234K in Q4 2022. 673 funds tracked by Wall St. Rank hold ARE as of Q2 2024.

  • LGT Financial Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,139 Alexandria Real Estate Equities shares in Q2 2024, an estimated $147K.
  • LGT Financial Advisors first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 4 quarters.
  • LGT Financial Advisors's Alexandria Real Estate Equities position peaked at $234K in Q4 2022.
  • 673 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.