WA1
ARE icon

Wimmer Associates 1’s Alexandria Real Estate Equities ARE Stock Holding History

Wimmer Associates 1’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
Q3 		– Sell
-1,765
Closed -$256K – 110
2022
Q2 		$256K Hold
1,765
– – 0.17% 100
2022
Q1 		$355K Hold
1,765
– – 0.2% 90
2021
Q4 		$394K Buy
1,765
+35
+2% +$7.24K 0.21% 89
2021
Q3 		$331K Sell
1,730
-85
-5% -$16.9K 0.2% 93
2021
Q2 		$330K Buy
1,815
+450
+33% +$80.5K 0.19% 94
2021
Q1 		$224K Hold
1,365
– – 0.12% 110
2020
Q4 		$243K Hold
1,365
– – 0.14% 99
2020
Q3 		$218K Hold
1,365
– – 0.15% 101
2020
Q2 		$239K Sell
1,365
-560
-29% -$85.6K 0.19% 97
2020
Q1 		$266K Buy
1,925
+55
+3% +$8.61K 0.25% 85
2019
Q4 		$302K Sell
1,870
-125
-6% -$19.7K 0.24% 90
2019
Q3 		$307K Buy
1,995
+150
+8% +$22.2K 0.27% 83
2019
Q2 		$260K Buy
1,845
+155
+9% +$22.4K 0.23% 94
2019
Q1 		$241K Sell
1,690
-115
-6% -$15.1K 0.21% 95
2018
Q4 		$208K Hold
1,805
– – 0.21% 98
2018
Q3 		$227K Buy
1,805
+65
+4% +$8.22K 0.19% 100
2018
Q2 		$220K Buy
+1,740
New +$217K 0.2% 101

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wimmer Associates 1's ARE Position: Q3 2022 in Review

Wimmer Associates 1 sold out of Alexandria Real Estate Equities (ARE) in Q3 2022, closing a stake of 1,765 shares — an estimated $256K sold.

Wimmer Associates 1 first reported a position in ARE in Q2 2018 and held it in 17 quarters. The position peaked at $394K in Q4 2021. 617 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

  • Wimmer Associates 1 reported no remaining Alexandria Real Estate Equities position as of Q3 2022 after selling out during the quarter.
  • Wimmer Associates 1 sold 1,765 Alexandria Real Estate Equities shares in Q3 2022, an estimated $256K.
  • Wimmer Associates 1 first reported a position in Alexandria Real Estate Equities in Q2 2018 and held it in 17 quarters.
  • Wimmer Associates 1's Alexandria Real Estate Equities position peaked at $394K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on Wimmer Associates 1's 13F filing for Q3 2022, filed 14 Nov 2022.