Institutional & Family Asset Management’s Alexandria Real Estate Equities ARE Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-56	Closed	-$8K	–	724
2022 Q3	$8K	Hold	56	–	–	﹤0.01%	402
2022 Q2	$8K	Buy	56 +14	+33%	+$2.38K	﹤0.01%	410
2022 Q1	$8K	Hold	42	–	–	﹤0.01%	465
2021 Q4	$9K	Hold	42	–	–	﹤0.01%	451
2021 Q3	$8K	Hold	42	–	–	﹤0.01%	573
2021 Q2	$8K	Hold	42	–	–	﹤0.01%	624
2021 Q1	$7K	Sell	42 -3	-7%	-$500	﹤0.01%	612
2020 Q4	$8K	Buy	45 +7	+18%	+$1.16K	﹤0.01%	563
2020 Q3	$6K	Hold	38	–	–	﹤0.01%	551
2020 Q2	$6K	Sell	38 -22	-37%	-$3.36K	﹤0.01%	546
2020 Q1	$8K	Sell	60 -7	-10%	-$1.1K	﹤0.01%	475
2019 Q4	$11K	Hold	67	–	–	﹤0.01%	490
2019 Q3	$10K	Buy	67 +9	+16%	+$1.33K	﹤0.01%	471
2019 Q2	$8K	Hold	58	–	–	﹤0.01%	521
2019 Q1	$8K	Hold	58	–	–	﹤0.01%	531
2018 Q4	$7K	Hold	58	–	–	﹤0.01%	522
2018 Q3	$7K	Hold	58	–	–	﹤0.01%	571
2018 Q2	$7K	Hold	58	–	–	﹤0.01%	567
2018 Q1	$7K	Buy	+58	New	+$7.2K	﹤0.01%	546

Other funds holding ARE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institutional & Family Asset Management's ARE Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2022, closing a stake of 56 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in ARE in Q1 2018 and held it in 19 quarters. The position peaked at $11K in Q4 2019. 630 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

Institutional & Family Asset Management reported no remaining Alexandria Real Estate Equities position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 56 Alexandria Real Estate Equities shares in Q4 2022, an estimated $8K.
Institutional & Family Asset Management first reported a position in Alexandria Real Estate Equities in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's Alexandria Real Estate Equities position peaked at $11K in Q4 2019.
630 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.