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Next Financial Group’s Alexandria Real Estate Equities ARE Stock Holding History

Next Financial Group’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
2021
Q4 		$63K Buy
282
+19
+7% +$3.93K ﹤0.01% 1370
2021
Q3 		$50K Buy
263
+17
+7% +$3.38K ﹤0.01% 1405
2021
Q2 		$44K Sell
246
-1
-0.4% -$179 ﹤0.01% 1435
2021
Q1 		$41K Hold
247
– – ﹤0.01% 1353
2020
Q4 		$44K Buy
247
+15
+6% +$2.48K ﹤0.01% 1233
2020
Q3 		$37K Buy
+232
New +$38.7K ﹤0.01% 1192
2020
Q2 		– Sell
-235
Closed -$32K – 667
2020
Q1 		$32K Buy
235
+159
+209% +$24.9K ﹤0.01% 1120
2019
Q4 		$12K Buy
76
+8
+12% +$1.26K ﹤0.01% 1698
2019
Q3 		$11K Sell
68
-73
-52% -$10.8K ﹤0.01% 1664
2019
Q2 		$20K Sell
141
-36
-20% -$5.2K ﹤0.01% 1455
2019
Q1 		$25K Buy
+177
New +$23.3K 0.01% 906
2016
Q4 		– Sell
-102
Closed -$11K – 2373
2016
Q3 		$11K Buy
+102
New +$11.1K ﹤0.01% 1600

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's ARE Position: Q4 2021 in Review

Next Financial Group increased its Alexandria Real Estate Equities (ARE) stake by 7.2% in Q4 2021, buying an estimated $3.93K and bringing the position to 282 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Next Financial Group first reported a position in ARE in Q3 2016 and has held it in 12 quarters since. 603 funds tracked by Wall St. Rank hold ARE as of Q4 2021.

  • Next Financial Group held 282 shares of Alexandria Real Estate Equities worth $63K as of Q4 2021.
  • Next Financial Group bought 19 Alexandria Real Estate Equities shares in Q4 2021, an estimated $3.93K.
  • Alexandria Real Estate Equities made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1370 holding.
  • Next Financial Group first reported a position in Alexandria Real Estate Equities in Q3 2016 and has held it in 12 quarters since.
  • 603 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.