PWP
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Personal Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Personal Wealth 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
2020
Q1 		– Sell
-5
Closed -$1K – 96
2019
Q4 		$1K Hold
5
– – ﹤0.01% 383
2019
Q3 		$1K Buy
+5
New +$739 ﹤0.01% 392

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 $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal Wealth Partners's ARE Position: Q1 2020 in Review

Personal Wealth Partners sold out of Alexandria Real Estate Equities (ARE) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in ARE in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 482 funds tracked by Wall St. Rank hold ARE as of Q1 2020.

  • Personal Wealth Partners reported no remaining Alexandria Real Estate Equities position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 5 Alexandria Real Estate Equities shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Alexandria Real Estate Equities in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Alexandria Real Estate Equities position peaked at $1K in Q4 2019.
  • 482 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.