Michelson Medical Research Foundation’s Alexandria Real Estate Equities ARE Stock Holding History

Michelson Medical Research Foundation’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
2025 Q1	–	Sell	-37,230	Closed	-$3.63M	–	26
2024 Q4	$3.63M	Hold	37,230	–	–	3.04%	13
2024 Q3	$4.42M	Hold	37,230	–	–	3.12%	14
2024 Q2	$5M	Hold	37,230	–	–	4.3%	9
2024 Q1	$4.8M	Hold	37,230	–	–	2.91%	13
2023 Q4	$4.72M	Hold	37,230	–	–	3.11%	13
2023 Q3	$3.73M	Hold	37,230	–	–	2.52%	13
2023 Q2	$4.23M	Hold	37,230	–	–	3.01%	13
2023 Q1	$4.68M	Hold	37,230	–	–	3.67%	12
2022 Q4	$5.42M	Buy	+37,230	New	+$5.38M	3.51%	10

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Michelson Medical Research Foundation's ARE Position: Q1 2025 in Review

Michelson Medical Research Foundation sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 37,230 shares — an estimated $3.63M sold.

Michelson Medical Research Foundation first reported a position in ARE in Q4 2022 and held it in 9 quarters. The position peaked at $5.42M in Q4 2022. 668 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

Michelson Medical Research Foundation reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
Michelson Medical Research Foundation sold 37,230 Alexandria Real Estate Equities shares in Q1 2025, an estimated $3.63M.
Michelson Medical Research Foundation first reported a position in Alexandria Real Estate Equities in Q4 2022 and held it in 9 quarters.
Michelson Medical Research Foundation's Alexandria Real Estate Equities position peaked at $5.42M in Q4 2022.
668 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q1 2025, filed 15 May 2025.