MFM
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MD Financial Management’s Alexandria Real Estate Equities ARE Stock Holding History

MD Financial 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
2021
Q4 		$2.68M Buy
12,009
+1,954
+19% +$404K 0.06% 138
2021
Q3 		$1.92M Sell
10,055
-1,674
-14% -$333K 0.05% 196
2021
Q2 		$2.13M Buy
+11,729
New +$2.1M 0.06% 173

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MD Financial Management's ARE Position: Q4 2021 in Review

MD Financial Management increased its Alexandria Real Estate Equities (ARE) stake by 19% in Q4 2021, buying an estimated $404K and bringing the position to 12,009 shares worth $2.68M. The position accounts for 0.06% of the portfolio, ranked #138.

MD Financial Management first reported a position in ARE in Q2 2021 and has held it in 3 quarters since. 605 funds tracked by Wall St. Rank hold ARE as of Q4 2021.

  • MD Financial Management held 12,009 shares of Alexandria Real Estate Equities worth $2.68M as of Q4 2021.
  • MD Financial Management bought 1,954 Alexandria Real Estate Equities shares in Q4 2021, an estimated $404K.
  • Alexandria Real Estate Equities made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #138 holding.
  • MD Financial Management first reported a position in Alexandria Real Estate Equities in Q2 2021 and has held it in 3 quarters since.
  • 605 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.