Surevest’s Alexandria Real Estate Equities ARE Stock Holding History

Surevest’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 Q3	–	Sell	-15	Closed	-$2K	–	514
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	404
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	349
2021 Q4	$3K	Buy	+15	New	+$3.1K	﹤0.01%	356

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's ARE Position: Q3 2022 in Review

Surevest sold out of Alexandria Real Estate Equities (ARE) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Surevest first reported a position in ARE in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 617 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

Surevest reported no remaining Alexandria Real Estate Equities position as of Q3 2022 after selling out during the quarter.
Surevest sold 15 Alexandria Real Estate Equities shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Alexandria Real Estate Equities in Q4 2021 and held it in 3 quarters.
Surevest's Alexandria Real Estate Equities position peaked at $3K in Q1 2022.
617 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.