TCA
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Trifecta Capital Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-9
Closed -$901 – 436
2023
Q3 		$901 Hold
9
– – ﹤0.01% 378
2023
Q2 		$1.02K Hold
9
– – ﹤0.01% 374
2023
Q1 		$1.13K Hold
9
– – ﹤0.01% 359
2022
Q4 		$1.31K Buy
+9
New +$1.3K ﹤0.01% 355

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

Trifecta Capital Advisors's ARE Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2023, closing a stake of 9 shares — an estimated $901 sold.

Trifecta Capital Advisors first reported a position in ARE in Q4 2022 and held it in 4 quarters. The position peaked at $1.31K in Q4 2022. 651 funds tracked by Wall St. Rank hold ARE as of Q4 2023.

  • Trifecta Capital Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 9 Alexandria Real Estate Equities shares in Q4 2023, an estimated $901.
  • Trifecta Capital Advisors first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 4 quarters.
  • Trifecta Capital Advisors's Alexandria Real Estate Equities position peaked at $1.31K in Q4 2022.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.