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

TCI 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
Q2 		– Sell
-161
Closed -$20.2K – 338
2023
Q1 		$20.2K Sell
161
-3
-2% -$441 ﹤0.01% 696
2022
Q4 		$23.9K Buy
164
+112
+215% +$16.2K ﹤0.01% 617
2022
Q3 		$7K Buy
52
+27
+108% +$4.14K ﹤0.01% 1219
2022
Q2 		$4K Sell
25
-76
-75% -$12.9K ﹤0.01% 1585
2022
Q1 		$21K Sell
101
-6
-6% -$1.17K ﹤0.01% 671
2021
Q4 		$24K Buy
107
+12
+13% +$2.48K ﹤0.01% 623
2021
Q3 		$18K Buy
95
+27
+40% +$5.38K ﹤0.01% 723
2021
Q2 		$12K Hold
68
– – ﹤0.01% 836
2021
Q1 		$11K Buy
68
+41
+152% +$6.83K ﹤0.01% 795
2020
Q4 		$5K Buy
27
+4
+17% +$661 ﹤0.01% 846
2020
Q3 		$4K Hold
23
– – ﹤0.01% 813
2020
Q2 		$4K Sell
23
-2
-8% -$306 ﹤0.01% 778
2020
Q1 		$3K Hold
25
– – ﹤0.01% 829
2019
Q4 		$4K Buy
25
+3
+14% +$473 ﹤0.01% 890
2019
Q3 		$3K Buy
+22
New +$3.25K ﹤0.01% 924
2019
Q2 		– Hold
0
– – – 870
2019
Q1 		– Hold
0
– – – 896
2018
Q4 		– Hold
0
– – – 874
2018
Q3 		– Hold
0
– – – 895
2018
Q2 		– Sell
-19
Closed -$2.37K – 912
2018
Q1 		$2K Buy
+19
New +$2.36K ﹤0.01% 931
2017
Q4 		– Hold
0
– – – 985
2017
Q3 		– Hold
0
– – – 923
2017
Q2 		– Hold
0
– – – 961
2017
Q1 		– Hold
0
– – – 910
2016
Q4 		– Hold
0
– – – 986
2016
Q3 		– Hold
0
– – – 942
2016
Q2 		– Hold
0
– – – 906
2016
Q1 		– Hold
0
– – – 920
2015
Q4 		– Hold
0
– – – 780
2015
Q3 		– Hold
0
– – – 706

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's ARE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2023, closing a stake of 161 shares — an estimated $20.2K sold.

TCI Wealth Advisors first reported a position in ARE in Q1 2018 and held it in 16 quarters. The position peaked at $24K in Q4 2021. 594 funds tracked by Wall St. Rank hold ARE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 161 Alexandria Real Estate Equities shares in Q2 2023, an estimated $20.2K.
  • TCI Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q1 2018 and held it in 16 quarters.
  • TCI Wealth Advisors's Alexandria Real Estate Equities position peaked at $24K in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.