Yorktown Management & Research Company’s Alexandria Real Estate Equities ARE Stock Holding History

Yorktown Management & Research Company’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
2022 Q3	–	Sell	-2,850	Closed	-$413K	–	194
2022 Q2	$413K	Hold	2,850	–	–	0.53%	74
2022 Q1	$574K	Hold	2,850	–	–	0.49%	69
2021 Q4	$635K	Hold	2,850	–	–	0.43%	77
2021 Q3	$545K	Hold	2,850	–	–	0.41%	82
2021 Q2	$519K	Buy	+2,850	New	+$510K	0.41%	81

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

AAMU

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's ARE Position: Q3 2022 in Review

Yorktown Management & Research Company sold out of Alexandria Real Estate Equities (ARE) in Q3 2022, closing a stake of 2,850 shares — an estimated $413K sold.

Yorktown Management & Research Company first reported a position in ARE in Q2 2021 and held it in 5 quarters. The position peaked at $635K in Q4 2021. 618 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

Yorktown Management & Research Company reported no remaining Alexandria Real Estate Equities position as of Q3 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 2,850 Alexandria Real Estate Equities shares in Q3 2022, an estimated $413K.
Yorktown Management & Research Company first reported a position in Alexandria Real Estate Equities in Q2 2021 and held it in 5 quarters.
Yorktown Management & Research Company's Alexandria Real Estate Equities position peaked at $635K in Q4 2021.
618 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on Yorktown Management & Research Company's 13F filing for Q3 2022, filed 4 Nov 2022.