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Wealthspire Advisors (Maryland)’s Alexandria Real Estate Equities ARE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-1,283
Closed -$208K – 492
2020
Q2 		$208K Buy
+1,283
New +$196K 0.01% 414
2019
Q2 		– Sell
-1,144
Closed -$163K – 555
2019
Q1 		$163K Sell
1,144
-104
-8% -$13.7K 0.01% 482
2018
Q4 		$144K Buy
1,248
+442
+55% +$53.9K 0.01% 491
2018
Q3 		$101K Sell
806
-5
-0.6% -$632 0.01% 680
2018
Q2 		$102K Buy
811
+21
+3% +$2.62K 0.01% 696
2018
Q1 		$99K Buy
790
+284
+56% +$35.2K 0.01% 718
2017
Q4 		$66K Buy
506
+7
+1% +$882 0.01% 888
2017
Q3 		$59K Buy
499
+462
+1,249% +$55.5K 0.01% 905
2017
Q2 		$4K Buy
37
+6
+19% +$698 ﹤0.01% 1802
2017
Q1 		$3K Buy
31
+26
+520% +$2.94K ﹤0.01% 1609
2016
Q4 		$1K Hold
5
– – ﹤0.01% 1616
2016
Q3 		$1K Hold
5
– – ﹤0.01% 1617
2016
Q2 		$1K Hold
5
– – ﹤0.01% 1584
2016
Q1 		$0 Sell
5
-11
-69% -$896 ﹤0.01% 1740
2015
Q4 		$1K Buy
+16
New +$1.45K ﹤0.01% 1591

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ARE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Alexandria Real Estate Equities (ARE) in Q3 2020, closing a stake of 1,283 shares — an estimated $208K sold.

Wealthspire Advisors (Maryland) first reported a position in ARE in Q4 2015 and held it in 15 quarters. The position peaked at $208K in Q2 2020. 547 funds tracked by Wall St. Rank hold ARE as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Alexandria Real Estate Equities position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,283 Alexandria Real Estate Equities shares in Q3 2020, an estimated $208K.
  • Wealthspire Advisors (Maryland) first reported a position in Alexandria Real Estate Equities in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Alexandria Real Estate Equities position peaked at $208K in Q2 2020.
  • 547 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.