TCWP’s Alexandria Real Estate Equities ARE Stock Holding History

TCWP’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 Q2	–	Sell	-155	Closed	-$31K	–	353
2022 Q1	$31K	Buy	+155	New	+$30.2K	0.01%	583

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

TCWP's ARE Position: Q2 2022 in Review

TCWP sold out of Alexandria Real Estate Equities (ARE) in Q2 2022, closing a stake of 155 shares — an estimated $31K sold.

TCWP first reported a position in ARE in Q1 2022 and held it in 1 quarter. The position peaked at $31K in Q1 2022. 613 funds tracked by Wall St. Rank hold ARE as of Q2 2022.

TCWP reported no remaining Alexandria Real Estate Equities position as of Q2 2022 after selling out during the quarter.
TCWP sold 155 Alexandria Real Estate Equities shares in Q2 2022, an estimated $31K.
TCWP first reported a position in Alexandria Real Estate Equities in Q1 2022 and held it in 1 quarter.
TCWP's Alexandria Real Estate Equities position peaked at $31K in Q1 2022.
613 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.