Lockheed Martin Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Lockheed Martin Investment 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 Q3	–	Sell	-4,220	Closed	-$494K	–	109
2024 Q2	$494K	Sell	4,220 -2,659	-39%	-$317K	0.03%	125
2024 Q1	$970K	Sell	6,879 -2,100	-23%	-$259K	0.07%	117
2023 Q4	$1.25M	Sell	8,979 -2,500	-22%	-$269K	0.09%	105
2023 Q3	$1.45M	Hold	11,479	–	–	0.11%	93
2023 Q2	$1.3M	Buy	11,479 +1,200	+12%	+$143K	0.07%	100
2023 Q1	$1.29M	Hold	10,279	–	–	0.07%	102
2022 Q4	$1.5M	Buy	10,279 +1,100	+12%	+$159K	0.1%	97
2022 Q3	$1.29M	Sell	9,179 -1,500	-14%	-$230K	0.1%	92
2022 Q2	$1.55M	Sell	10,679 -3,730	-26%	-$633K	0.11%	105
2022 Q1	$2.9M	Sell	14,409 -1,500	-9%	-$293K	0.16%	92
2021 Q4	$3.55M	Buy	+15,909	New	+$3.29M	0.19%	87

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lockheed Martin Investment Management's ARE Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 4,220 shares — an estimated $494K sold.

Lockheed Martin Investment Management first reported a position in ARE in Q4 2021 and held it in 11 quarters. The position peaked at $3.55M in Q4 2021. 653 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

Lockheed Martin Investment Management reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 4,220 Alexandria Real Estate Equities shares in Q3 2024, an estimated $494K.
Lockheed Martin Investment Management first reported a position in Alexandria Real Estate Equities in Q4 2021 and held it in 11 quarters.
Lockheed Martin Investment Management's Alexandria Real Estate Equities position peaked at $3.55M in Q4 2021.
653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.