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Money Concepts Capital’s Alexandria Real Estate Equities ARE Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-2
Closed -$291 – 599
2022
Q4 		$291 Buy
+2
New +$289 ﹤0.01% 3065
2022
Q2 		– Sell
-9
Closed -$2K – 1496
2022
Q1 		$2K Buy
+9
New +$1.76K ﹤0.01% 2420

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Money Concepts Capital's ARE Position: Q1 2023 in Review

Money Concepts Capital sold out of Alexandria Real Estate Equities (ARE) in Q1 2023, closing a stake of 2 shares — an estimated $291 sold.

Money Concepts Capital first reported a position in ARE in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 616 funds tracked by Wall St. Rank hold ARE as of Q1 2023.

  • Money Concepts Capital reported no remaining Alexandria Real Estate Equities position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2 Alexandria Real Estate Equities shares in Q1 2023, an estimated $291.
  • Money Concepts Capital first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Alexandria Real Estate Equities position peaked at $2K in Q1 2022.
  • 616 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.