WCM
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Wealthcare Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-31
Closed -$5K – 118
2021
Q1 		$5K Buy
+31
New +$5.17K ﹤0.01% 373
2020
Q1 		– Sell
-6
Closed -$1K – 273
2019
Q4 		$1K Buy
+6
New +$946 ﹤0.01% 620
2015
Q3 		– Sell
-46
Closed – – 248
2015
Q2 		$0 Sell
46
-440
-91% -$40.8K ﹤0.01% 411
2015
Q1 		$48K Buy
+486
New +$46.9K 0.01% 259

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 $3.38T AUM 44.17% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's ARE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2021, closing a stake of 31 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in ARE in Q1 2015 and held it in 4 quarters. The position peaked at $48K in Q1 2015. 558 funds tracked by Wall St. Rank hold ARE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Alexandria Real Estate Equities position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 31 Alexandria Real Estate Equities shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Alexandria Real Estate Equities in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Alexandria Real Estate Equities position peaked at $48K in Q1 2015.
  • 558 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.