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Laird Norton Wetherby Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Laird Norton Wetherby 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
2024
Q4 		– Sell
-1,963
Closed -$233K – 902
2024
Q3 		$233K Sell
1,963
-110
-5% -$13.1K 0.01% 814
2024
Q2 		$242K Sell
2,073
-136
-6% -$16.2K 0.01% 780
2024
Q1 		$285K Buy
2,209
+119
+6% +$14.7K 0.01% 757
2023
Q4 		$265K Buy
+2,090
New +$225K 0.01% 764
2023
Q2 		– Sell
-1,948
Closed -$245K – 953
2023
Q1 		$245K Sell
1,948
-638
-25% -$93.7K 0.01% 763
2022
Q4 		$377K Buy
2,586
+221
+9% +$32K 0.02% 607
2022
Q3 		$332K Buy
2,365
+556
+31% +$85.3K 0.02% 619
2022
Q2 		$262K Sell
1,809
-537
-23% -$91.1K 0.02% 729
2022
Q1 		$472K Buy
2,346
+365
+18% +$71.2K 0.03% 544
2021
Q4 		$442K Sell
1,981
-27
-1% -$5.59K 0.02% 568
2021
Q3 		$384K Buy
2,008
+6
+0.3% +$1.2K 0.02% 608
2021
Q2 		$364K Buy
2,002
+24
+1% +$4.29K 0.02% 638
2021
Q1 		$325K Sell
1,978
-81
-4% -$13.5K 0.02% 577
2020
Q4 		$367K Buy
2,059
+12
+0.6% +$1.98K 0.02% 579
2020
Q3 		$327K Buy
2,047
+87
+4% +$14.5K 0.03% 496
2020
Q2 		$318K Buy
1,960
+177
+10% +$27.1K 0.03% 490
2020
Q1 		$244K Buy
+1,783
New +$279K 0.03% 511

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ARE Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 1,963 shares — an estimated $233K sold.

Laird Norton Wetherby Wealth Management first reported a position in ARE in Q1 2020 and held it in 17 quarters. The position peaked at $472K in Q1 2022. 656 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,963 Alexandria Real Estate Equities shares in Q4 2024, an estimated $233K.
  • Laird Norton Wetherby Wealth Management first reported a position in Alexandria Real Estate Equities in Q1 2020 and held it in 17 quarters.
  • Laird Norton Wetherby Wealth Management's Alexandria Real Estate Equities position peaked at $472K in Q1 2022.
  • 656 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.