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Whittier Trust’s Alexandria Real Estate Equities ARE Stock Holding History

Whittier Trust’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
2026
Q1 		$32K Hold
743
– – ﹤0.01% 912
2025
Q4 		$38.9K Buy
743
+639
+614% +$37.6K ﹤0.01% 918
2025
Q3 		$8.71K Sell
104
-116
-53% -$9.29K ﹤0.01% 1145
2025
Q2 		$16K Sell
220
-94
-30% -$6.98K ﹤0.01% 1152
2025
Q1 		$29K Sell
314
-380
-55% -$37.2K ﹤0.01% 1034
2024
Q4 		$67.7K Sell
694
-84,414
-99% -$9.25M ﹤0.01% 879
2024
Q3 		$10.1M Buy
85,108
+3,135
+4% +$373K 0.14% 135
2024
Q2 		$9.59M Buy
81,973
+3,503
+4% +$418K 0.14% 132
2024
Q1 		$10.1M Buy
78,470
+3,133
+4% +$386K 0.15% 133
2023
Q4 		$9.55M Buy
75,337
+19,931
+36% +$2.15M 0.15% 137
2023
Q3 		$5.55M Buy
55,406
+1,976
+4% +$230K 0.1% 173
2023
Q2 		$6.06M Buy
53,430
+26,044
+95% +$3.1M 0.11% 171
2023
Q1 		$3.44M Buy
27,386
+259
+1% +$38.1K 0.06% 222
2022
Q4 		$3.95M Sell
27,127
-138
-0.5% -$20K 0.08% 205
2022
Q3 		$3.82M Buy
27,265
+1,194
+5% +$183K 0.08% 203
2022
Q2 		$3.78M Buy
26,071
+395
+2% +$67K 0.08% 203
2022
Q1 		$5.17M Buy
25,676
+1,568
+7% +$306K 0.09% 186
2021
Q4 		$5.38M Buy
24,108
+817
+4% +$169K 0.09% 191
2021
Q3 		$4.45M Buy
23,291
+1,086
+5% +$216K 0.08% 197
2021
Q2 		$4.04M Buy
22,205
+1,298
+6% +$232K 0.07% 207
2021
Q1 		$3.44M Buy
20,907
+1,101
+6% +$184K 0.07% 213
2020
Q4 		$3.53M Buy
19,806
+921
+5% +$152K 0.08% 192
2020
Q3 		$3.02M Buy
18,885
+467
+3% +$78K 0.07% 193
2020
Q2 		$2.99M Buy
18,418
+182
+1% +$27.8K 0.08% 184
2020
Q1 		$2.5M Buy
18,236
+136
+0.8% +$21.3K 0.08% 192
2019
Q4 		$2.92M Buy
18,100
+1,203
+7% +$190K 0.08% 202
2019
Q3 		$2.6M Buy
16,897
+179
+1% +$26.5K 0.07% 205
2019
Q2 		$2.36M Buy
16,718
+774
+5% +$112K 0.07% 209
2019
Q1 		$2.27M Buy
15,944
+706
+5% +$93K 0.07% 214
2018
Q4 		$1.76M Buy
15,238
+922
+6% +$112K 0.06% 227
2018
Q3 		$1.8M Buy
14,316
+61
+0.4% +$7.71K 0.06% 234
2018
Q2 		$1.8M Buy
14,255
+635
+5% +$79.3K 0.06% 230
2018
Q1 		$1.7M Sell
13,620
-151
-1% -$18.7K 0.06% 229
2017
Q4 		$1.8M Buy
13,771
+543
+4% +$68.4K 0.06% 231
2017
Q3 		$1.57M Buy
13,228
+188
+1% +$22.6K 0.06% 236
2017
Q2 		$1.57M Buy
13,040
+320
+3% +$37.2K 0.06% 234
2017
Q1 		$1.41M Buy
12,720
+593
+5% +$67K 0.06% 233
2016
Q4 		$1.35M Buy
12,127
+67
+0.6% +$7.19K 0.06% 231
2016
Q3 		$1.31M Buy
12,060
+25
+0.2% +$2.72K 0.06% 230
2016
Q2 		$1.25M Buy
12,035
+147
+1% +$14K 0.05% 234
2016
Q1 		$1.08M Hold
11,888
– – 0.05% 242
2015
Q4 		$1.07M Buy
11,888
+125
+1% +$11.3K 0.05% 258
2015
Q3 		$996K Hold
11,763
– – 0.05% 252
2015
Q2 		$1.03M Hold
11,763
– – 0.05% 274
2015
Q1 		$1.15M Hold
11,763
– – 0.05% 246
2014
Q4 		$1.04M Hold
11,763
– – 0.05% 256
2014
Q3 		$868K Hold
11,763
– – 0.04% 267
2014
Q2 		$913K Hold
11,763
– – 0.05% 264
2014
Q1 		$854K Hold
11,763
– – 0.04% 264
2013
Q4 		$748K Hold
11,763
– – 0.04% 274
2013
Q3 		$751K Hold
11,763
– – 0.04% 274
2013
Q2 		$773K Buy
+11,763
New +$831K 0.04% 263

Other funds holding ARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whittier Trust's ARE Position: Q1 2026 in Review

Whittier Trust held its Alexandria Real Estate Equities (ARE) position steady in Q1 2026 at 743 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Whittier Trust first reported a position in ARE in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q1 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Whittier Trust held 743 shares of Alexandria Real Estate Equities worth $32K as of Q1 2026.
  • Whittier Trust left its Alexandria Real Estate Equities share count unchanged in Q1 2026.
  • Alexandria Real Estate Equities made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #912 holding.
  • Whittier Trust first reported a position in Alexandria Real Estate Equities in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's Alexandria Real Estate Equities position peaked at $10.1M in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.