NEPWA
ARE icon

New England Private Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

New England Private Wealth Advisors’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
2019
Q4 		– Sell
-1,300
Closed -$200K – 84
2019
Q3 		$200K Buy
+1,300
New +$192K 0.05% 158

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New England Private Wealth Advisors's ARE Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2019, closing a stake of 1,300 shares — an estimated $200K sold.

New England Private Wealth Advisors first reported a position in ARE in Q3 2019 and held it in 1 quarter. The position peaked at $200K in Q3 2019. 456 funds tracked by Wall St. Rank hold ARE as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 1,300 Alexandria Real Estate Equities shares in Q4 2019, an estimated $200K.
  • New England Private Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q3 2019 and held it in 1 quarter.
  • New England Private Wealth Advisors's Alexandria Real Estate Equities position peaked at $200K in Q3 2019.
  • 456 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.