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NWQ Investment Management Company’s Alexandria Real Estate Equities ARE Stock Holding History

NWQ Investment Management Company’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
2020
Q3 		$15M Sell
93,546
-7,239
-7% -$1.21M 0.68% 62
2020
Q2 		$16.4K Sell
100,785
-15,035
-13% -$2.3M 0.55% 59
2020
Q1 		$15.9M Buy
+115,820
New +$18.1M 0.64% 61

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 $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NWQ Investment Management Company's ARE Position: Q3 2020 in Review

NWQ Investment Management Company reduced its Alexandria Real Estate Equities (ARE) stake by 7.2% in Q3 2020, selling an estimated $1.21M and leaving 93,546 shares worth $15M. The position accounts for 0.68% of the portfolio, ranked #62.

NWQ Investment Management Company first reported a position in ARE in Q1 2020 and has held it in 3 quarters since. The position peaked at $15.9M in Q1 2020. 547 funds tracked by Wall St. Rank hold ARE as of Q3 2020.

  • NWQ Investment Management Company held 93,546 shares of Alexandria Real Estate Equities worth $15M as of Q3 2020.
  • NWQ Investment Management Company sold 7,239 Alexandria Real Estate Equities shares in Q3 2020, an estimated $1.21M.
  • Alexandria Real Estate Equities made up 0.68% of NWQ Investment Management Company's portfolio in Q3 2020, its #62 holding.
  • NWQ Investment Management Company first reported a position in Alexandria Real Estate Equities in Q1 2020 and has held it in 3 quarters since.
  • NWQ Investment Management Company's Alexandria Real Estate Equities position peaked at $15.9M in Q1 2020.
  • 547 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.