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Mirabella Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-24,977
Closed -$2.83M – 373
2023
Q2 		$2.83M Buy
24,977
+23,241
+1,339% +$2.77M 0.31% 94
2023
Q1 		$218K Buy
+1,736
New +$255K 0.03% 348
2021
Q4 		– Sell
-1,697
Closed -$324K – 400
2021
Q3 		$324K Buy
+1,697
New +$338K 0.04% 303

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mirabella Financial Services's ARE Position: Q3 2023 in Review

Mirabella Financial Services sold out of Alexandria Real Estate Equities (ARE) in Q3 2023, closing a stake of 24,977 shares — an estimated $2.83M sold.

Mirabella Financial Services first reported a position in ARE in Q3 2021 and held it in 3 quarters. The position peaked at $2.83M in Q2 2023. 568 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

  • Mirabella Financial Services reported no remaining Alexandria Real Estate Equities position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 24,977 Alexandria Real Estate Equities shares in Q3 2023, an estimated $2.83M.
  • Mirabella Financial Services first reported a position in Alexandria Real Estate Equities in Q3 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Alexandria Real Estate Equities position peaked at $2.83M in Q2 2023.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.