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Security National Bank’s Alexandria Real Estate Equities ARE Stock Holding History

Security National Bank’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
2024
Q4 		– Sell
-56
Closed -$6.65K – 320
2024
Q3 		$6.65K Sell
56
-18,581
-100% -$2.21M ﹤0.01% 266
2024
Q2 		$2.18M Buy
18,637
+405
+2% +$48.3K 0.32% 52
2024
Q1 		$2.35M Buy
18,232
+2,793
+18% +$344K 0.36% 50
2023
Q4 		$1.96M Buy
15,439
+7,586
+97% +$817K 0.44% 51
2023
Q3 		$780K Sell
7,853
-417
-5% -$48.4K 0.22% 62
2023
Q2 		$939K Sell
8,270
-792
-9% -$94.3K 0.24% 59
2023
Q1 		$1.14M Sell
9,062
-2,733
-23% -$402K 0.3% 54
2022
Q4 		$1.72M Sell
11,795
-4,559
-28% -$659K 0.46% 53
2022
Q3 		$2.29M Buy
16,354
+1,323
+9% +$203K 0.64% 51
2022
Q2 		$2.18M Buy
15,031
+146
+1% +$24.8K 0.61% 50
2022
Q1 		$3M Buy
14,885
+1,366
+10% +$267K 0.69% 48
2021
Q4 		$3.01M Buy
13,519
+445
+3% +$92.1K 0.68% 45
2021
Q3 		$2.5M Buy
13,074
+56
+0.4% +$11.1K 0.63% 47
2021
Q2 		$2.37M Sell
13,018
-36
-0.3% -$6.44K 0.62% 47
2021
Q1 		$2.15M Buy
13,054
+620
+5% +$103K 0.63% 47
2020
Q4 		$2.22M Sell
12,434
-66
-0.5% -$10.9K 0.7% 45
2020
Q3 		$2M Buy
12,500
+361
+3% +$60.3K 0.7% 44
2020
Q2 		$1.97M Buy
12,139
+954
+9% +$146K 0.81% 43
2020
Q1 		$1.53M Buy
11,185
+1,980
+22% +$310K 0.8% 41
2019
Q4 		$1.49M Buy
9,205
+473
+5% +$74.6K 0.66% 45
2019
Q3 		$1.34M Buy
+8,732
New +$1.29M 0.63% 45

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Security National Bank's ARE Position: Q4 2024 in Review

Security National Bank sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 56 shares — an estimated $6.65K sold.

Security National Bank first reported a position in ARE in Q3 2019 and held it in 21 quarters. The position peaked at $3.01M in Q4 2021. 658 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Security National Bank reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Security National Bank sold 56 Alexandria Real Estate Equities shares in Q4 2024, an estimated $6.65K.
  • Security National Bank first reported a position in Alexandria Real Estate Equities in Q3 2019 and held it in 21 quarters.
  • Security National Bank's Alexandria Real Estate Equities position peaked at $3.01M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Security National Bank's 13F filing for Q4 2024, filed 10 Feb 2025.