RCA
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Rowland Carmichael Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Rowland Carmichael 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
Q1 		– Sell
-2,300
Closed -$256K – 285
2016
Q4 		$256K Hold
2,300
– – 0.15% 186
2016
Q3 		$250K Buy
2,300
+300
+15% +$32.7K 0.16% 186
2016
Q2 		$207K Buy
+2,000
New +$191K 0.13% 209

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rowland Carmichael Advisors's ARE Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2017, closing a stake of 2,300 shares — an estimated $256K sold.

Rowland Carmichael Advisors first reported a position in ARE in Q2 2016 and held it in 3 quarters. The position peaked at $256K in Q4 2016. 349 funds tracked by Wall St. Rank hold ARE as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,300 Alexandria Real Estate Equities shares in Q1 2017, an estimated $256K.
  • Rowland Carmichael Advisors first reported a position in Alexandria Real Estate Equities in Q2 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Alexandria Real Estate Equities position peaked at $256K in Q4 2016.
  • 349 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.