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Schechter Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Schechter Investment 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
2023
Q1 		– Sell
-1,676
Closed -$244K – 703
2022
Q4 		$244K Buy
1,676
+128
+8% +$18.5K 0.02% 695
2022
Q3 		$217K Buy
+1,548
New +$238K 0.02% 811

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Schechter Investment Advisors's ARE Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2023, closing a stake of 1,676 shares — an estimated $244K sold.

Schechter Investment Advisors first reported a position in ARE in Q3 2022 and held it in 2 quarters. The position peaked at $244K in Q4 2022. 616 funds tracked by Wall St. Rank hold ARE as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,676 Alexandria Real Estate Equities shares in Q1 2023, an estimated $244K.
  • Schechter Investment Advisors first reported a position in Alexandria Real Estate Equities in Q3 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's Alexandria Real Estate Equities position peaked at $244K in Q4 2022.
  • 616 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.