RFA
ARE icon

Reilly Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Reilly Financial 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
2017
Q4 		– Sell
-4
Closed – – 966
2017
Q3 		$0 Buy
+4
New +$480 ﹤0.01% 994

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
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reilly Financial Advisors's ARE Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2017, closing a stake of 4 shares.

Reilly Financial Advisors first reported a position in ARE in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 399 funds tracked by Wall St. Rank hold ARE as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 4 Alexandria Real Estate Equities shares in Q4 2017.
  • Reilly Financial Advisors first reported a position in Alexandria Real Estate Equities in Q3 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's Alexandria Real Estate Equities position peaked at $0 in Q3 2017.
  • 399 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.