SMH
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Sanders Morris Harris’s Alexandria Real Estate Equities ARE Stock Holding History

Sanders Morris Harris’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
2016
Q3 		– Sell
-9,480
Closed -$982K – 163
2016
Q2 		$982K Buy
9,480
+350
+4% +$33.4K 0.23% 101
2016
Q1 		$829K Buy
+9,130
New +$743K 0.14% 140

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sanders Morris Harris's ARE Position: Q3 2016 in Review

Sanders Morris Harris sold out of Alexandria Real Estate Equities (ARE) in Q3 2016, closing a stake of 9,480 shares — an estimated $982K sold.

Sanders Morris Harris first reported a position in ARE in Q1 2016 and held it in 2 quarters. The position peaked at $982K in Q2 2016. 329 funds tracked by Wall St. Rank hold ARE as of Q3 2016.

  • Sanders Morris Harris reported no remaining Alexandria Real Estate Equities position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 9,480 Alexandria Real Estate Equities shares in Q3 2016, an estimated $982K.
  • Sanders Morris Harris first reported a position in Alexandria Real Estate Equities in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's Alexandria Real Estate Equities position peaked at $982K in Q2 2016.
  • 329 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.