MidWestOne Financial Group’s Alexandria Real Estate Equities ARE Stock Holding History

MidWestOne Financial Group’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	-4,277	Closed	-$417K	–	283
2024 Q4	$417K	Sell	4,277 -8,483	-66%	-$930K	0.06%	218
2024 Q3	$1.52M	Buy	12,760 +1,916	+18%	+$228K	0.21%	108
2024 Q2	$1.27M	Buy	10,844 +1,686	+18%	+$201K	0.23%	115
2024 Q1	$1.18M	Buy	9,158 +3,472	+61%	+$428K	0.21%	128
2023 Q4	$721K	Buy	5,686 +25	+0.4%	+$2.69K	0.14%	176
2023 Q3	$567K	Buy	+5,661	New	+$658K	0.13%	182

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 $3.37T AUM 44.26% 1-Year Est. Return

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

AAMU

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MidWestOne Financial Group's ARE Position: Q1 2025 in Review

MidWestOne Financial Group sold out of Alexandria Real Estate Equities (ARE) in Q1 2025, closing a stake of 4,277 shares — an estimated $417K sold.

MidWestOne Financial Group first reported a position in ARE in Q3 2023 and held it in 6 quarters. The position peaked at $1.52M in Q3 2024. 670 funds tracked by Wall St. Rank hold ARE as of Q1 2025.

MidWestOne Financial Group reported no remaining Alexandria Real Estate Equities position as of Q1 2025 after selling out during the quarter.
MidWestOne Financial Group sold 4,277 Alexandria Real Estate Equities shares in Q1 2025, an estimated $417K.
MidWestOne Financial Group first reported a position in Alexandria Real Estate Equities in Q3 2023 and held it in 6 quarters.
MidWestOne Financial Group's Alexandria Real Estate Equities position peaked at $1.52M in Q3 2024.
670 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2025.

Based on MidWestOne Financial Group's 13F filing for Q1 2025, filed 15 May 2025.