Sutton Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Sutton Wealth 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 Q3	$300	Hold	3	–	–	﹤0.01%	827
2023 Q2	$340	Sell	3 -69	-96%	-$8.21K	﹤0.01%	818
2023 Q1	$9.04K	Sell	72 -7	-9%	-$1.03K	﹤0.01%	443
2022 Q4	$11.5K	Sell	79 -13	-14%	-$1.88K	﹤0.01%	895
2022 Q3	$13K	Buy	92 +42	+84%	+$6.45K	0.01%	813
2022 Q2	$7.3K	Buy	50 +2	+4%	+$339	﹤0.01%	991
2022 Q1	$9.73K	Buy	48 +21	+78%	+$4.1K	﹤0.01%	936
2021 Q4	$6.02K	Hold	27	–	–	﹤0.01%	1043
2021 Q3	$5.16K	Sell	27 -6	-18%	-$1.2K	﹤0.01%	1051
2021 Q2	$6K	Hold	33	–	–	﹤0.01%	1020
2021 Q1	$5.42K	Buy	33 +6	+22%	+$1K	﹤0.01%	1003
2020 Q4	$4.81K	Buy	27 +4	+17%	+$661	﹤0.01%	987
2020 Q3	$3.68K	Hold	23	–	–	﹤0.01%	990
2020 Q2	$3.73K	Sell	23 -6	-21%	-$917	﹤0.01%	975
2020 Q1	$3.98K	Sell	29 -2	-6%	-$313	﹤0.01%	894
2019 Q4	$5.01K	Buy	31 +20	+182%	+$3.15K	﹤0.01%	948
2019 Q3	$1.69K	Buy	+11	New	+$1.63K	﹤0.01%	1074
2018 Q3	–	Sell	-300	Closed	-$37.9K	–	1129
2018 Q2	$37.9K	Hold	300	–	–	0.03%	364
2018 Q1	$37.5K	Buy	+300	New	+$37.2K	0.03%	352

Other funds holding ARE

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sutton Wealth Advisors's ARE Position: Q3 2023 in Review

Sutton Wealth Advisors held its Alexandria Real Estate Equities (ARE) position steady in Q3 2023 at 3 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Sutton Wealth Advisors first reported a position in ARE in Q1 2018 and has held it in 19 quarters since. The position peaked at $37.9K in Q2 2018. 569 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

Sutton Wealth Advisors held 3 shares of Alexandria Real Estate Equities worth $300 as of Q3 2023.
Sutton Wealth Advisors left its Alexandria Real Estate Equities share count unchanged in Q3 2023.
Alexandria Real Estate Equities made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #827 holding.
Sutton Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q1 2018 and has held it in 19 quarters since.
Sutton Wealth Advisors's Alexandria Real Estate Equities position peaked at $37.9K in Q2 2018.
569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.