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Simplicity Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-1,771
Closed -$207K – 532
2024
Q2 		$207K Buy
1,771
+13
+0.7% +$1.55K ﹤0.01% 1102
2024
Q1 		$227K Buy
+1,758
New +$217K 0.01% 1018

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Simplicity Wealth's ARE Position: Q3 2024 in Review

Simplicity Wealth sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 1,771 shares — an estimated $207K sold.

Simplicity Wealth first reported a position in ARE in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 653 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • Simplicity Wealth reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,771 Alexandria Real Estate Equities shares in Q3 2024, an estimated $207K.
  • Simplicity Wealth first reported a position in Alexandria Real Estate Equities in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Alexandria Real Estate Equities position peaked at $227K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.