NW
ARE icon

NewEdge Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

NewEdge 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
2024
Q3 		– Sell
-3,062
Closed -$358K – 874
2024
Q2 		$358K Sell
3,062
-43
-1% -$5.13K 0.01% 616
2024
Q1 		$367K Sell
3,105
-37
-1% -$4.56K 0.01% 625
2023
Q4 		$398K Sell
3,142
-403
-11% -$43.4K 0.01% 555
2023
Q3 		$355K Sell
3,545
-67
-2% -$7.78K 0.01% 513
2023
Q2 		$410K Sell
3,612
-216
-6% -$25.7K 0.01% 488
2023
Q1 		$481K Buy
3,828
+197
+5% +$28.9K 0.02% 414
2022
Q4 		$529K Sell
3,631
-274
-7% -$39.6K 0.02% 360
2022
Q3 		$547K Buy
3,905
+1,135
+41% +$174K 0.03% 345
2022
Q2 		$402K Buy
+2,770
New +$470K 0.02% 422

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NewEdge Wealth's ARE Position: Q3 2024 in Review

NewEdge Wealth sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 3,062 shares — an estimated $358K sold.

NewEdge Wealth first reported a position in ARE in Q2 2022 and held it in 9 quarters. The position peaked at $547K in Q3 2022. 651 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • NewEdge Wealth reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • NewEdge Wealth sold 3,062 Alexandria Real Estate Equities shares in Q3 2024, an estimated $358K.
  • NewEdge Wealth first reported a position in Alexandria Real Estate Equities in Q2 2022 and held it in 9 quarters.
  • NewEdge Wealth's Alexandria Real Estate Equities position peaked at $547K in Q3 2022.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.