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Whitnell & Co’s Alexandria Real Estate Equities ARE Stock Holding History

Whitnell & Co’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
Q2 		– Sell
-50
Closed -$6K – 375
2018
Q1 		$6K Buy
+50
New +$6.2K ﹤0.01% 277

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Whitnell & Co's ARE Position: Q2 2018 in Review

Whitnell & Co sold out of Alexandria Real Estate Equities (ARE) in Q2 2018, closing a stake of 50 shares — an estimated $6K sold.

Whitnell & Co first reported a position in ARE in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 440 funds tracked by Wall St. Rank hold ARE as of Q2 2018.

  • Whitnell & Co reported no remaining Alexandria Real Estate Equities position as of Q2 2018 after selling out during the quarter.
  • Whitnell & Co sold 50 Alexandria Real Estate Equities shares in Q2 2018, an estimated $6K.
  • Whitnell & Co first reported a position in Alexandria Real Estate Equities in Q1 2018 and held it in 1 quarter.
  • Whitnell & Co's Alexandria Real Estate Equities position peaked at $6K in Q1 2018.
  • 440 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2018.

Based on Whitnell & Co's 13F filing for Q2 2018, filed 26 Jul 2018.