M&G Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

M&G 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
2023 Q4	$210M	Sell	1,653,660 -379,351	-19%	-$40.8M	0.74%	19
2023 Q3	$203M	Buy	2,033,011 +206,782	+11%	+$24M	0.91%	14
2023 Q2	$206M	Buy	1,826,229 +621,473	+52%	+$74M	0.83%	16
2023 Q1	$152M	Buy	1,204,756 +236,397	+24%	+$34.7M	0.72%	28
2022 Q4	$141M	Buy	968,359 +56,090	+6%	+$8.11M	0.7%	26
2022 Q3	$128K	Buy	912,269 +483,845	+113%	+$74.3M	0.74%	26
2022 Q2	$62.1K	Buy	+428,424	New	+$72.7M	0.37%	71

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

M&G Investment Management's ARE Position: Q4 2023 in Review

M&G Investment Management reduced its Alexandria Real Estate Equities (ARE) stake by 19% in Q4 2023, selling an estimated $40.8M and leaving 1,653,660 shares worth $210M. The position accounts for 0.74% of the portfolio, ranked #19.

M&G Investment Management first reported a position in ARE in Q2 2022 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold ARE as of Q4 2023.

M&G Investment Management held 1,653,660 shares of Alexandria Real Estate Equities worth $210M as of Q4 2023.
M&G Investment Management sold 379,351 Alexandria Real Estate Equities shares in Q4 2023, an estimated $40.8M.
Alexandria Real Estate Equities made up 0.74% of M&G Investment Management's portfolio in Q4 2023, its #19 holding.
M&G Investment Management first reported a position in Alexandria Real Estate Equities in Q2 2022 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.