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

Rockefeller 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
2017
Q4 		$35K Hold
265
– – ﹤0.01% 437
2017
Q3 		$32K Buy
+265
New +$31.8K ﹤0.01% 445

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Financial Services's ARE Position: Q4 2017 in Review

Rockefeller Financial Services held its Alexandria Real Estate Equities (ARE) position steady in Q4 2017 at 265 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Rockefeller Financial Services first reported a position in ARE in Q3 2017 and has held it in 2 quarters since. 399 funds tracked by Wall St. Rank hold ARE as of Q4 2017.

  • Rockefeller Financial Services held 265 shares of Alexandria Real Estate Equities worth $35K as of Q4 2017.
  • Rockefeller Financial Services left its Alexandria Real Estate Equities share count unchanged in Q4 2017.
  • Alexandria Real Estate Equities made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #437 holding.
  • Rockefeller Financial Services first reported a position in Alexandria Real Estate Equities in Q3 2017 and has held it in 2 quarters since.
  • 399 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.