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SYSTM Wealth Solutions’s Alexandria Real Estate Equities ARE Stock Holding History

SYSTM Wealth Solutions’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
-432
Closed -$51K – 126
2024
Q2 		$51K Hold
432
– – 0.01% 282
2024
Q1 		$56.2K Sell
432
-188
-30% -$23.2K 0.01% 563
2023
Q4 		$79.3K Buy
+620
New +$66.7K 0.01% 492
2023
Q1 		– Sell
-5,493
Closed -$800K – 468
2022
Q4 		$800K Buy
+5,493
New +$794K 0.1% 253

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SYSTM Wealth Solutions's ARE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 432 shares — an estimated $51K sold.

SYSTM Wealth Solutions first reported a position in ARE in Q4 2022 and held it in 4 quarters. The position peaked at $800K in Q4 2022. 651 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 432 Alexandria Real Estate Equities shares in Q3 2024, an estimated $51K.
  • SYSTM Wealth Solutions first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Alexandria Real Estate Equities position peaked at $800K in Q4 2022.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.