PWM
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Paulson Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-222
Closed -$29K – 131
2017
Q4 		$29K Buy
+222
New +$28K 0.03% 247

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Paulson Wealth Management's ARE Position: Q1 2018 in Review

Paulson Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2018, closing a stake of 222 shares — an estimated $29K sold.

Paulson Wealth Management first reported a position in ARE in Q4 2017 and held it in 1 quarter. The position peaked at $29K in Q4 2017. 418 funds tracked by Wall St. Rank hold ARE as of Q1 2018.

  • Paulson Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 222 Alexandria Real Estate Equities shares in Q1 2018, an estimated $29K.
  • Paulson Wealth Management first reported a position in Alexandria Real Estate Equities in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Alexandria Real Estate Equities position peaked at $29K in Q4 2017.
  • 418 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.