Prospera Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-7	Closed	-$1K	–	1656
2022 Q1	$1K	Buy	+7	New	+$1.37K	﹤0.01%	2564
2020 Q4	–	Sell	-79	Closed	-$13K	–	727
2020 Q3	$13K	Buy	+79	New	+$13.2K	0.01%	1023
2018 Q4	–	Sell	-12,289	Closed	-$1.55M	–	396
2018 Q3	$1.55M	Sell	12,289 -1,985	-14%	-$251K	0.29%	80
2018 Q2	$1.8M	Buy	14,274 +174	+1%	+$21.7K	0.24%	80
2018 Q1	$1.76M	Buy	14,100 +1,460	+12%	+$181K	0.25%	89
2017 Q4	$1.64M	Sell	12,640 -191	-1%	-$24.1K	0.25%	87
2017 Q3	$1.53M	Buy	12,831 +195	+2%	+$23.4K	0.23%	90
2017 Q2	$1.52M	Buy	+12,636	New	+$1.47M	0.24%	86

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

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

Prospera Financial Services's ARE Position: Q2 2022 in Review

Prospera Financial Services sold out of Alexandria Real Estate Equities (ARE) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in ARE in Q2 2017 and held it in 8 quarters. The position peaked at $1.8M in Q2 2018. 613 funds tracked by Wall St. Rank hold ARE as of Q2 2022.

Prospera Financial Services reported no remaining Alexandria Real Estate Equities position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 7 Alexandria Real Estate Equities shares in Q2 2022, an estimated $1K.
Prospera Financial Services first reported a position in Alexandria Real Estate Equities in Q2 2017 and held it in 8 quarters.
Prospera Financial Services's Alexandria Real Estate Equities position peaked at $1.8M in Q2 2018.
613 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.