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Alexandria Real Estate Equities shares owned by Whalen Wealth Management

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

Historical chart of Whalen 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 Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $689k 5.8k 118.75
2024-06-30 $704k 6.0k 116.97

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen 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