PSI
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Pinnacle Summer Investments’s Alexandria Real Estate Equities ARE Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$739K Buy
8,190
+1,043
+15% +$94.3K 0.11% 96
2015
Q3 		$628K Buy
+7,147
New +$643K 0.11% 156

Other funds holding ARE

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Pinnacle Summer Investments's ARE Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Alexandria Real Estate Equities (ARE) stake by 15% in Q4 2015, buying an estimated $94.3K and bringing the position to 8,190 shares worth $739K. The position accounts for 0.11% of the portfolio, ranked #96.

Pinnacle Summer Investments first reported a position in ARE in Q3 2015 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold ARE as of Q4 2015.

  • Pinnacle Summer Investments held 8,190 shares of Alexandria Real Estate Equities worth $739K as of Q4 2015.
  • Pinnacle Summer Investments bought 1,043 Alexandria Real Estate Equities shares in Q4 2015, an estimated $94.3K.
  • Alexandria Real Estate Equities made up 0.11% of Pinnacle Summer Investments's portfolio in Q4 2015, its #96 holding.
  • Pinnacle Summer Investments first reported a position in Alexandria Real Estate Equities in Q3 2015 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.