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Meristem Family Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Meristem Family Wealth’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
Q1 		– Sell
-1,755
Closed -$391K – 344
2021
Q4 		$391K Sell
1,755
-267
-13% -$55.3K 0.03% 261
2021
Q3 		$386K Buy
2,022
+7
+0.3% +$1.39K 0.04% 262
2021
Q2 		$367K Buy
+2,015
New +$361K 0.06% 215

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's ARE Position: Q1 2022 in Review

Meristem Family Wealth sold out of Alexandria Real Estate Equities (ARE) in Q1 2022, closing a stake of 1,755 shares — an estimated $391K sold.

Meristem Family Wealth first reported a position in ARE in Q2 2021 and held it in 3 quarters. The position peaked at $391K in Q4 2021. 635 funds tracked by Wall St. Rank hold ARE as of Q1 2022.

  • Meristem Family Wealth reported no remaining Alexandria Real Estate Equities position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 1,755 Alexandria Real Estate Equities shares in Q1 2022, an estimated $391K.
  • Meristem Family Wealth first reported a position in Alexandria Real Estate Equities in Q2 2021 and held it in 3 quarters.
  • Meristem Family Wealth's Alexandria Real Estate Equities position peaked at $391K in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.