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Paloma Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Paloma Partners’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
Q4 		– Sell
-3,100
Closed -$368K – 319
2024
Q3 		$368K Buy
+3,100
New +$369K 0.01% 730
2023
Q3 		– Sell
-14,100
Closed -$1.6M – 725
2023
Q2 		$1.6M Buy
+14,100
New +$1.68M 0.06% 285
2023
Q1 		– Sell
-3,100
Closed -$452K – 759
2022
Q4 		$452K Buy
+3,100
New +$448K 0.02% 542

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paloma Partners's ARE Position: Q4 2024 in Review

Paloma Partners sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 7,817 shares — an estimated $928K sold.

Paloma Partners first reported a position in ARE in Q3 2013 and held it in 18 quarters. The position peaked at $5.96M in Q3 2020. 657 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Paloma Partners reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 7,817 Alexandria Real Estate Equities shares in Q4 2024, an estimated $928K.
  • Paloma Partners first reported a position in Alexandria Real Estate Equities in Q3 2013 and held it in 18 quarters.
  • Paloma Partners's Alexandria Real Estate Equities position peaked at $5.96M in Q3 2020.
  • 657 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.