Napa Wealth Management »

Alexandria Real Estate Equities shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Alexandria Real Estate Equities (ARE) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Alexandria Real Estate Equities

Tip: Access up to 7 years of quarterly data

All positions including Alexandria Real Estate Equities held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Alexandria Real Estate Equities by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 2.5k 118.75
2024-06-30 $249k 2.1k 116.97
2024-03-31 $329k 2.6k 128.93
2023-12-31 $332k 2.6k 126.79

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Alexandria Real Estate Equities

Vanguard Group
BlackRock
BlackRock
State Street Corporation
APG Asset Management US
Principal Financial Group
Canada Pension Plan Investment Board
Geode Capital Management
Invesco
Victory Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Dimensional Fund Advisors
Goldman Sachs Group
Morgan Stanley

View all funds holding Alexandria Real Estate Equities