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Scholtz & Company’s Alexandria Real Estate Equities ARE Stock Holding History

Scholtz & Company’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
2022
Q2 		– Sell
-3,440
Closed -$692K – 44
2022
Q1 		$692K Buy
+3,440
New +$671K 0.27% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Scholtz & Company's ARE Position: Q2 2022 in Review

Scholtz & Company sold out of Alexandria Real Estate Equities (ARE) in Q2 2022, closing a stake of 3,440 shares — an estimated $692K sold.

Scholtz & Company first reported a position in ARE in Q1 2022 and held it in 1 quarter. The position peaked at $692K in Q1 2022. 613 funds tracked by Wall St. Rank hold ARE as of Q2 2022.

  • Scholtz & Company reported no remaining Alexandria Real Estate Equities position as of Q2 2022 after selling out during the quarter.
  • Scholtz & Company sold 3,440 Alexandria Real Estate Equities shares in Q2 2022, an estimated $692K.
  • Scholtz & Company first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 1 quarter.
  • Scholtz & Company's Alexandria Real Estate Equities position peaked at $692K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2022.

Based on Scholtz & Company's 13F filing for Q2 2022, filed 15 Aug 2022.