LC
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Lourd Capital’s Alexandria Real Estate Equities ARE Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-2,038
Closed -$235K – 140
2018
Q4 		$235K Buy
2,038
+4
+0.2% +$488 0.02% 239
2018
Q3 		$256K Buy
+2,034
New +$257K 0.02% 257
2018
Q1 		– Sell
-5,387
Closed -$703K – 133
2017
Q4 		$703K Buy
+5,387
New +$678K 0.05% 109

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lourd Capital's ARE Position: Q1 2019 in Review

Lourd Capital sold out of Alexandria Real Estate Equities (ARE) in Q1 2019, closing a stake of 2,038 shares — an estimated $235K sold.

Lourd Capital first reported a position in ARE in Q4 2017 and held it in 3 quarters. The position peaked at $703K in Q4 2017. 443 funds tracked by Wall St. Rank hold ARE as of Q1 2019.

  • Lourd Capital reported no remaining Alexandria Real Estate Equities position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 2,038 Alexandria Real Estate Equities shares in Q1 2019, an estimated $235K.
  • Lourd Capital first reported a position in Alexandria Real Estate Equities in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Alexandria Real Estate Equities position peaked at $703K in Q4 2017.
  • 443 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.