Platte River Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Platte River Wealth Advisors’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
2023 Q1	–	Sell	-3,696	Closed	-$538K	–	94
2022 Q4	$538K	Hold	3,696	–	–	0.23%	56
2022 Q3	$518K	Sell	3,696 -387	-9%	-$59.4K	0.23%	58
2022 Q2	$592K	Hold	4,083	–	–	0.26%	55
2022 Q1	$822K	Hold	4,083	–	–	0.3%	53
2021 Q4	$852K	Sell	4,083 -527	-11%	-$109K	0.29%	54
2021 Q3	$881K	Buy	4,610 +40	+0.9%	+$7.96K	0.33%	53
2021 Q2	$831K	Sell	4,570 -90	-2%	-$16.1K	0.32%	58
2021 Q1	$789K	Buy	4,660 +60	+1%	+$10K	0.32%	55
2020 Q4	$790K	Sell	4,600 -150	-3%	-$24.8K	0.34%	54
2020 Q3	$760K	Hold	4,750	–	–	0.39%	53
2020 Q2	$783K	Buy	+4,750	New	+$726K	0.43%	57
2019 Q4	$835K	Buy	+5,118	New	+$807K	0.44%	67

Other funds holding ARE

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

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

Norges Bank Oslo, Norway $1T AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Platte River Wealth Advisors's ARE Position: Q1 2023 in Review

Platte River Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2023, closing a stake of 3,696 shares — an estimated $538K sold.

Platte River Wealth Advisors first reported a position in ARE in Q4 2019 and held it in 12 quarters. The position peaked at $881K in Q3 2021. 617 funds tracked by Wall St. Rank hold ARE as of Q1 2023.

Platte River Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 3,696 Alexandria Real Estate Equities shares in Q1 2023, an estimated $538K.
Platte River Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2019 and held it in 12 quarters.
Platte River Wealth Advisors's Alexandria Real Estate Equities position peaked at $881K in Q3 2021.
617 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2023.

Based on Platte River Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.