M. Kulyk & Associates’s Alexandria Real Estate Equities ARE Stock Holding History

M. Kulyk & Associates’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 Q1	–	Sell	-32,583	Closed	-$4.13M	–	107
2023 Q4	$4.13M	Buy	32,583 +660	+2%	+$71K	0.96%	40
2023 Q3	$3.2M	Buy	31,923 +2,349	+8%	+$273K	0.89%	40
2023 Q2	$3.36M	Buy	29,574 +6,633	+29%	+$790K	0.94%	42
2023 Q1	$2.88M	Buy	22,941 +1,198	+6%	+$176K	0.87%	40
2022 Q4	$3.17M	Buy	21,743 +558	+3%	+$80.7K	1.06%	37
2022 Q3	$2.97M	Buy	21,185 +7,989	+61%	+$1.23M	1.03%	37
2022 Q2	$1.91M	Buy	+13,196	New	+$2.24M	0.6%	45

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

M. Kulyk & Associates's ARE Position: Q1 2024 in Review

M. Kulyk & Associates sold out of Alexandria Real Estate Equities (ARE) in Q1 2024, closing a stake of 32,583 shares — an estimated $4.13M sold.

M. Kulyk & Associates first reported a position in ARE in Q2 2022 and held it in 7 quarters. The position peaked at $4.13M in Q4 2023. 649 funds tracked by Wall St. Rank hold ARE as of Q1 2024.

M. Kulyk & Associates reported no remaining Alexandria Real Estate Equities position as of Q1 2024 after selling out during the quarter.
M. Kulyk & Associates sold 32,583 Alexandria Real Estate Equities shares in Q1 2024, an estimated $4.13M.
M. Kulyk & Associates first reported a position in Alexandria Real Estate Equities in Q2 2022 and held it in 7 quarters.
M. Kulyk & Associates's Alexandria Real Estate Equities position peaked at $4.13M in Q4 2023.
649 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2024.

Based on M. Kulyk & Associates's 13F filing for Q1 2024, filed 9 May 2024.