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Lincluden Management’s Alexandria Real Estate Equities ARE Stock Holding History

Lincluden 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
2023
Q3 		– Sell
-16,100
Closed -$1.83M – 73
2023
Q2 		$1.83M Hold
16,100
– – 0.21% 68
2023
Q1 		$2.02M Hold
16,100
– – 0.23% 65
2022
Q4 		$2.35M Buy
16,100
+4,689
+41% +$678K 0.27% 61
2022
Q3 		$1.6M Sell
11,411
-9,186
-45% -$1.41M 0.2% 63
2022
Q2 		$2.99M Buy
20,597
+1,573
+8% +$267K 0.33% 48
2022
Q1 		$3.83M Buy
+19,024
New +$3.71M 0.34% 48

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
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

Lincluden Management's ARE Position: Q3 2023 in Review

Lincluden Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2023, closing a stake of 16,100 shares — an estimated $1.83M sold.

Lincluden Management first reported a position in ARE in Q1 2022 and held it in 6 quarters. The position peaked at $3.83M in Q1 2022. 568 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

  • Lincluden Management reported no remaining Alexandria Real Estate Equities position as of Q3 2023 after selling out during the quarter.
  • Lincluden Management sold 16,100 Alexandria Real Estate Equities shares in Q3 2023, an estimated $1.83M.
  • Lincluden Management first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 6 quarters.
  • Lincluden Management's Alexandria Real Estate Equities position peaked at $3.83M in Q1 2022.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on Lincluden Management's 13F filing for Q3 2023, filed 8 Nov 2023.