EWM
ARE icon

Evercore Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Evercore Wealth 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
2017
Q3 		– Sell
-50
Closed -$6K – 907
2017
Q2 		$6K Buy
+50
New +$5.82K ﹤0.01% 877
2013
Q4 		– Sell
-83
Closed -$5K – 849
2013
Q3 		$5K Buy
+83
New +$5.47K ﹤0.01% 835

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Evercore Wealth Management's ARE Position: Q3 2017 in Review

Evercore Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q3 2017, closing a stake of 50 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in ARE in Q3 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2017. 375 funds tracked by Wall St. Rank hold ARE as of Q3 2017.

  • Evercore Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 50 Alexandria Real Estate Equities shares in Q3 2017, an estimated $6K.
  • Evercore Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Alexandria Real Estate Equities position peaked at $6K in Q2 2017.
  • 375 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.