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

Windsor 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
2018 Q4	–	Sell	-5,574	Closed	-$701K	–	115
2018 Q3	$701K	Sell	5,574 -210	-4%	-$26.5K	0.32%	72
2018 Q2	$729K	Sell	5,784 -46	-0.8%	-$5.75K	0.34%	68
2018 Q1	$728K	Sell	5,830 -174	-3%	-$21.6K	0.34%	66
2017 Q4	$784K	Buy	6,004 +627	+12%	+$79K	0.37%	58
2017 Q3	$647K	Hold	5,377	–	–	0.33%	63
2017 Q2	$647K	Buy	+5,377	New	+$626K	0.33%	64

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Windsor Capital Management's ARE Position: Q4 2018 in Review

Windsor Capital Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2018, closing a stake of 5,574 shares — an estimated $701K sold.

Windsor Capital Management first reported a position in ARE in Q2 2017 and held it in 6 quarters. The position peaked at $784K in Q4 2017. 435 funds tracked by Wall St. Rank hold ARE as of Q4 2018.

Windsor Capital Management reported no remaining Alexandria Real Estate Equities position as of Q4 2018 after selling out during the quarter.
Windsor Capital Management sold 5,574 Alexandria Real Estate Equities shares in Q4 2018, an estimated $701K.
Windsor Capital Management first reported a position in Alexandria Real Estate Equities in Q2 2017 and held it in 6 quarters.
Windsor Capital Management's Alexandria Real Estate Equities position peaked at $784K in Q4 2017.
435 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2018.

Based on Windsor Capital Management's 13F filing for Q4 2018, filed 5 Feb 2019.