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Pinnacle Associates’s Alexandria Real Estate Equities ARE Stock Holding History

Pinnacle Associates’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
Q3 		– Sell
-2,389
Closed -$279K – 805
2024
Q2 		$279K Buy
2,389
+184
+8% +$21.9K ﹤0.01% 704
2024
Q1 		$284K Buy
+2,205
New +$272K ﹤0.01% 707
2023
Q2 		– Sell
-2,204
Closed -$277K – 815
2023
Q1 		$277K Buy
2,204
+36
+2% +$5.29K 0.01% 646
2022
Q4 		$316K Sell
2,168
-52
-2% -$7.52K 0.01% 592
2022
Q3 		$311K Buy
2,220
+186
+9% +$28.5K 0.01% 586
2022
Q2 		$295K Buy
2,034
+198
+11% +$33.6K 0.01% 615
2022
Q1 		$369K Hold
1,836
– – 0.01% 621
2021
Q4 		$409K Hold
1,836
– – 0.01% 598
2021
Q3 		$351K Hold
1,836
– – 0.01% 607
2021
Q2 		$334K Hold
1,836
– – 0.01% 620
2021
Q1 		$302K Hold
1,836
– – 0.01% 620
2020
Q4 		$327K Hold
1,836
– – 0.01% 572
2020
Q3 		$294K Hold
1,836
– – 0.01% 565
2020
Q2 		$298K Sell
1,836
-200
-10% -$30.6K 0.01% 561
2020
Q1 		$279K Sell
2,036
-58
-3% -$9.08K 0.01% 563
2019
Q4 		$338K Buy
+2,094
New +$330K 0.01% 589

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 $3.37T AUM 44.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pinnacle Associates's ARE Position: Q3 2024 in Review

Pinnacle Associates sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 2,389 shares — an estimated $279K sold.

Pinnacle Associates first reported a position in ARE in Q4 2019 and held it in 16 quarters. The position peaked at $409K in Q4 2021. 653 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • Pinnacle Associates reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Associates sold 2,389 Alexandria Real Estate Equities shares in Q3 2024, an estimated $279K.
  • Pinnacle Associates first reported a position in Alexandria Real Estate Equities in Q4 2019 and held it in 16 quarters.
  • Pinnacle Associates's Alexandria Real Estate Equities position peaked at $409K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Pinnacle Associates's 13F filing for Q3 2024, filed 25 Oct 2024.