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FormulaFolio Investments’s Alexandria Real Estate Equities ARE Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$1K Hold
3
– – ﹤0.01% 452
2021
Q1 		$1K Buy
+3
New +$500 ﹤0.01% 422

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's ARE Position: Q2 2021 in Review

FormulaFolio Investments held its Alexandria Real Estate Equities (ARE) position steady in Q2 2021 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

FormulaFolio Investments first reported a position in ARE in Q1 2021 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold ARE as of Q2 2021.

  • FormulaFolio Investments held 3 shares of Alexandria Real Estate Equities worth $1K as of Q2 2021.
  • FormulaFolio Investments left its Alexandria Real Estate Equities share count unchanged in Q2 2021.
  • Alexandria Real Estate Equities made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #452 holding.
  • FormulaFolio Investments first reported a position in Alexandria Real Estate Equities in Q1 2021 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.