Wealthfront’s Alexandria Real Estate Equities ARE Stock Holding History

Wealthfront’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
2018 Q3	$207K	Sell	1,643 -146	-8%	-$18.5K	﹤0.01%	499
2018 Q2	$226K	Sell	1,789 -2,420	-57%	-$302K	﹤0.01%	479
2018 Q1	$526K	Buy	4,209 +2,448	+139%	+$304K	0.01%	376
2017 Q4	$230K	Buy	+1,761	New	+$222K	﹤0.01%	472
2017 Q3	–	Sell	-1,771	Closed	-$213K	–	498
2017 Q2	$213K	Buy	+1,771	New	+$206K	﹤0.01%	444
2015 Q4	–	Sell	-353	Closed	-$30K	–	342
2015 Q3	$30K	Buy	353 +170	+93%	+$15.3K	﹤0.01%	620
2015 Q2	$16K	Buy	183 +111	+154%	+$10.3K	﹤0.01%	698
2015 Q1	$7K	Buy	72 +71	+7,100%	+$6.85K	﹤0.01%	699
2014 Q4	$0	Buy	+1	New	+$84	﹤0.01%	678

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthfront's ARE Position: Q3 2018 in Review

Wealthfront reduced its Alexandria Real Estate Equities (ARE) stake by 8.2% in Q3 2018, selling an estimated $18.5K and leaving 1,643 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Wealthfront first reported a position in ARE in Q4 2014 and has held it in 9 quarters since. The position peaked at $526K in Q1 2018. 429 funds tracked by Wall St. Rank hold ARE as of Q3 2018.

Wealthfront held 1,643 shares of Alexandria Real Estate Equities worth $207K as of Q3 2018.
Wealthfront sold 146 Alexandria Real Estate Equities shares in Q3 2018, an estimated $18.5K.
Alexandria Real Estate Equities made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #499 holding.
Wealthfront first reported a position in Alexandria Real Estate Equities in Q4 2014 and has held it in 9 quarters since.
Wealthfront's Alexandria Real Estate Equities position peaked at $526K in Q1 2018.
429 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.