IOOF
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Independent Order of Foresters’s Alexandria Real Estate Equities ARE Stock Holding History

Independent Order of Foresters’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
2018
Q2 		– Sell
-7,948
Closed -$993K – 26
2018
Q1 		$993K Hold
7,948
– – 0.92% 29
2017
Q4 		$1.04M Sell
7,948
-1,456
-15% -$183K 0.92% 27
2017
Q3 		$1.12M Hold
9,404
– – 0.92% 28
2017
Q2 		$1.13M Hold
9,404
– – 0.94% 27
2017
Q1 		$1.04M Sell
9,404
-2,100
-18% -$237K 0.89% 27
2016
Q4 		$1.28M Sell
11,504
-1,670
-13% -$179K 1.08% 24
2016
Q3 		$1.43M Sell
13,174
-1,000
-7% -$109K 1.17% 21
2016
Q2 		$1.47M Sell
14,174
-6,300
-31% -$601K 1.09% 26
2016
Q1 		$1.86M Hold
20,474
– – 1.41% 22
2015
Q4 		$1.85M Buy
20,474
+1,324
+7% +$120K 1.46% 22
2015
Q3 		$1.62M Buy
19,150
+6,800
+55% +$611K 1.38% 24
2015
Q2 		$1.08M Buy
12,350
+1,800
+17% +$167K 1.03% 28
2015
Q1 		$1.03M Hold
10,550
– – 0.97% 29
2014
Q4 		$936K Sell
10,550
-4,600
-30% -$385K 0.97% 27
2014
Q3 		$1.12M Buy
15,150
+9,000
+146% +$700K 1.12% 21
2014
Q2 		$477K Hold
6,150
– – 0.43% 64
2014
Q1 		$446K Hold
6,150
– – 0.41% 63
2013
Q4 		$391K Hold
6,150
– – 0.39% 67
2013
Q3 		$393K Hold
6,150
– – 0.39% 69
2013
Q2 		$404K Buy
+6,150
New +$435K 0.41% 65

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Independent Order of Foresters's ARE Position: Q2 2018 in Review

Independent Order of Foresters sold out of Alexandria Real Estate Equities (ARE) in Q2 2018, closing a stake of 7,948 shares — an estimated $993K sold.

Independent Order of Foresters first reported a position in ARE in Q2 2013 and held it in 20 quarters. The position peaked at $1.86M in Q1 2016. 441 funds tracked by Wall St. Rank hold ARE as of Q2 2018.

  • Independent Order of Foresters reported no remaining Alexandria Real Estate Equities position as of Q2 2018 after selling out during the quarter.
  • Independent Order of Foresters sold 7,948 Alexandria Real Estate Equities shares in Q2 2018, an estimated $993K.
  • Independent Order of Foresters first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 20 quarters.
  • Independent Order of Foresters's Alexandria Real Estate Equities position peaked at $1.86M in Q1 2016.
  • 441 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.