Hillcrest Wealth Advisors - NY, LLC
- SEC CIK
- 0001767121
- Latest filing
- Jul 21, 2026
ARE holding history
Alexandria Real Estate Equities, Inc. in every 13F filed by Hillcrest Wealth Advisors - NY, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ARE overviewAll 13F holders of AREFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −3,252−100.0% | Sold out | Holders |
| Q4 2023 | 3,252 | $412.3K | 0.2% | +20+0.6% | Added | Holders |
| Q3 2023 | 3,232 | $323.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 3,232 | $366.8K | 0.2% | −41−1.3% | Reduced | Holders |
| Q1 2023 | 3,273 | $411.1K | 0.2% | +2+0.1% | Added | Holders |
| Q4 2022 | 3,271 | $476.5K | 0.3% | +12+0.4% | Added | Holders |
| Q3 2022 | 3,259 | $457.0K | 0.3% | +27+0.8% | Added | Holders |
| Q2 2022 | 3,232 | $469.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2022 | 3,232 | $650.0K | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2021 | 3,232 | $721.0K | 0.4% | 00.0% | Unchanged | Holders |
| Q3 2021 | 3,232 | $618.0K | 0.4% | 00.0% | Unchanged | Holders |
| Q2 2021 | 3,232 | $588.0K | 0.4% | 00.0% | Unchanged | Holders |
| Q1 2021 | 3,232 | $531.0K | 0.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.