Northwest & Ethical Investments’s Alexandria Real Estate Equities ARE Stock Holding History

Northwest & Ethical Investments’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
2014 Q3	–	Sell	-4,270	Closed	-$332K	–	218
2014 Q2	$332K	Sell	4,270 -9,570	-69%	-$718K	0.02%	205
2014 Q1	$1M	Hold	13,840	–	–	0.07%	186
2013 Q4	$881K	Buy	13,840 +2,370	+21%	+$152K	0.06%	187
2013 Q3	$732K	Buy	11,470 +2,270	+25%	+$150K	0.05%	193
2013 Q2	$605K	Buy	+9,200	New	+$650K	0.05%	201

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Northwest & Ethical Investments's ARE Position: Q3 2014 in Review

Northwest & Ethical Investments sold out of Alexandria Real Estate Equities (ARE) in Q3 2014, closing a stake of 4,270 shares — an estimated $332K sold.

Northwest & Ethical Investments first reported a position in ARE in Q2 2013 and held it in 5 quarters. The position peaked at $1M in Q1 2014. 273 funds tracked by Wall St. Rank hold ARE as of Q3 2014.

Northwest & Ethical Investments reported no remaining Alexandria Real Estate Equities position as of Q3 2014 after selling out during the quarter.
Northwest & Ethical Investments sold 4,270 Alexandria Real Estate Equities shares in Q3 2014, an estimated $332K.
Northwest & Ethical Investments first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 5 quarters.
Northwest & Ethical Investments's Alexandria Real Estate Equities position peaked at $1M in Q1 2014.
273 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2014.

Based on Northwest & Ethical Investments's 13F filing for Q3 2014, filed 8 Jul 2025.