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Morton Brown Family Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Morton Brown Family Wealth’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
2022
Q4 		– Sell
-10
Closed -$1K – 163
2022
Q3 		$1K Buy
+10
New +$1.53K ﹤0.01% 185

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's ARE Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Alexandria Real Estate Equities (ARE) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in ARE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 630 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Alexandria Real Estate Equities position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 10 Alexandria Real Estate Equities shares in Q4 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Alexandria Real Estate Equities in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Alexandria Real Estate Equities position peaked at $1K in Q3 2022.
  • 630 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.