Patriot Financial Group Insurance Agency’s Alexandria Real Estate Equities ARE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-5	Closed	-$1K	–	488
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	1854
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	1908
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	2001
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	2012
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	1943
2021 Q1	$1K	Buy	5 +1	+25%	+$167	﹤0.01%	1843
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1713
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1514
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	1472
2020 Q1	$1K	Buy	+4	New	+$626	﹤0.01%	1385
2019 Q2	–	Sell	-31	Closed	-$4K	–	1430
2019 Q1	$4K	Sell	31 -25	-45%	-$3.29K	﹤0.01%	881
2018 Q4	$6K	Sell	56 -2,650	-98%	-$323K	﹤0.01%	693
2018 Q3	$340K	Buy	+2,706	New	+$342K	0.2%	78
2018 Q2	–	Sell	-2,750	Closed	-$335K	–	604
2018 Q1	$335K	Buy	2,750 +82	+3%	+$10.2K	0.25%	88
2017 Q4	$337K	Buy	2,668 +23	+0.9%	+$2.9K	0.25%	81
2017 Q3	$320K	Buy	2,645 +2,270	+605%	+$273K	0.29%	70
2017 Q2	$44K	Buy	375 +262	+232%	+$30.5K	0.05%	253
2017 Q1	$13K	Buy	+113	New	+$12.8K	0.01%	444

Other funds holding ARE

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ARE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Alexandria Real Estate Equities (ARE) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ARE in Q1 2017 and held it in 18 quarters. The position peaked at $340K in Q3 2018. 618 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Alexandria Real Estate Equities position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5 Alexandria Real Estate Equities shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Alexandria Real Estate Equities in Q1 2017 and held it in 18 quarters.
Patriot Financial Group Insurance Agency's Alexandria Real Estate Equities position peaked at $340K in Q3 2018.
618 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.