Neuberger Berman Group
ARE.PRD

Neuberger Berman Group’s Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock ARE.PRD Stock Holding History

Neuberger Berman Group’s Portfolio ARE.PRD Stock Details ARE.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-84,647
Closed -$2.98M – 1678
2016
Q3 		$2.98M Sell
84,647
-99,278
-54% -$3.48M ﹤0.01% 916
2016
Q2 		$6.27M Sell
183,925
-4,117
-2% -$132K 0.01% 818
2016
Q1 		$5.5M Sell
188,042
-10,308
-5% -$286K 0.01% 844
2015
Q4 		$5.45M Buy
+198,350
New +$5.43M 0.01% 869

Other funds holding ARE.PRD

SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IP
InvenTrust Properties Downers Grove, Illinois $1.08M AUM 0.39% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Neuberger Berman Group's ARE.PRD Position: Q4 2016 in Review

Neuberger Berman Group sold out of Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock (ARE.PRD) in Q4 2016, closing a stake of 84,647 shares — an estimated $2.98M sold.

Neuberger Berman Group first reported a position in ARE.PRD in Q4 2015 and held it in 4 quarters. The position peaked at $6.27M in Q2 2016. 24 funds tracked by Wall St. Rank hold ARE.PRD as of Q4 2016.

  • Neuberger Berman Group reported no remaining Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position as of Q4 2016 after selling out during the quarter.
  • Neuberger Berman Group sold 84,647 Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock shares in Q4 2016, an estimated $2.98M.
  • Neuberger Berman Group first reported a position in Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock in Q4 2015 and held it in 4 quarters.
  • Neuberger Berman Group's Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position peaked at $6.27M in Q2 2016.
  • 24 funds tracked by Wall St. Rank held Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock as of Q4 2016.

Based on Neuberger Berman Group's 13F filing for Q4 2016, filed 6 Feb 2017.