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Rational Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Rational 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
2024
Q4 		– Sell
-298
Closed -$35.4K – 110
2024
Q3 		$35.4K Sell
298
-50
-14% -$5.96K ﹤0.01% 156
2024
Q2 		$40.7K Sell
348
-21
-6% -$2.5K ﹤0.01% 172
2024
Q1 		$47.6K Buy
+369
New +$45.5K ﹤0.01% 183
2023
Q4 		– Sell
-369
Closed -$36.9K – 199
2023
Q3 		$36.9K Buy
+369
New +$42.9K ﹤0.01% 197
2020
Q4 		– Sell
-32
Closed -$5K – 230
2020
Q3 		$5K Buy
+32
New +$5.34K ﹤0.01% 365
2013
Q4 		$228K Sell
3,585
-1,350
-27% -$86.7K 0.02% 460
2013
Q3 		$315K Sell
4,935
-69
-1% -$4.55K 0.02% 448
2013
Q2 		$329K Buy
+5,004
New +$354K 0.03% 441

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rational Advisors's ARE Position: Q4 2024 in Review

Rational Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 298 shares — an estimated $35.4K sold.

Rational Advisors first reported a position in ARE in Q2 2013 and held it in 8 quarters. The position peaked at $329K in Q2 2013. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Rational Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 298 Alexandria Real Estate Equities shares in Q4 2024, an estimated $35.4K.
  • Rational Advisors first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 8 quarters.
  • Rational Advisors's Alexandria Real Estate Equities position peaked at $329K in Q2 2013.
  • 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.