Moody National Bank Trust Division’s Alexandria Real Estate Equities ARE Stock Holding History

Moody National Bank Trust Division’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 Q2	–	Sell	-1,678	Closed	-$211K	–	612
2023 Q1	$211K	Hold	1,678	–	–	0.02%	577
2022 Q4	$244K	Buy	1,678 +163	+11%	+$23.6K	0.02%	537
2022 Q3	$212K	Hold	1,515	–	–	0.02%	553
2022 Q2	$220K	Buy	+1,515	New	+$257K	0.02%	482
2019 Q2	–	Sell	-147	Closed	-$21K	–	406
2019 Q1	$21K	Buy	147 +37	+34%	+$4.87K	﹤0.01%	532
2018 Q4	$13K	Buy	+110	New	+$13.4K	﹤0.01%	559

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Moody National Bank Trust Division's ARE Position: Q2 2023 in Review

Moody National Bank Trust Division sold out of Alexandria Real Estate Equities (ARE) in Q2 2023, closing a stake of 1,678 shares — an estimated $211K sold.

Moody National Bank Trust Division first reported a position in ARE in Q4 2018 and held it in 6 quarters. The position peaked at $244K in Q4 2022. 595 funds tracked by Wall St. Rank hold ARE as of Q2 2023.

Moody National Bank Trust Division reported no remaining Alexandria Real Estate Equities position as of Q2 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 1,678 Alexandria Real Estate Equities shares in Q2 2023, an estimated $211K.
Moody National Bank Trust Division first reported a position in Alexandria Real Estate Equities in Q4 2018 and held it in 6 quarters.
Moody National Bank Trust Division's Alexandria Real Estate Equities position peaked at $244K in Q4 2022.
595 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2023.

Based on Moody National Bank Trust Division's 13F filing for Q2 2023, filed 7 Jul 2023.