SNT
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Security National Trust’s Alexandria Real Estate Equities ARE Stock Holding History

Security National 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
2017
Q2 		– Sell
-26
Closed -$3K – 413
2017
Q1 		$3K Buy
+26
New +$2.94K ﹤0.01% 406
2016
Q1 		– Sell
-12
Closed -$1K – 460
2015
Q4 		$1K Buy
+12
New +$1.08K ﹤0.01% 465

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 $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Security National Trust's ARE Position: Q2 2017 in Review

Security National Trust sold out of Alexandria Real Estate Equities (ARE) in Q2 2017, closing a stake of 26 shares — an estimated $3K sold.

Security National Trust first reported a position in ARE in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 349 funds tracked by Wall St. Rank hold ARE as of Q2 2017.

  • Security National Trust reported no remaining Alexandria Real Estate Equities position as of Q2 2017 after selling out during the quarter.
  • Security National Trust sold 26 Alexandria Real Estate Equities shares in Q2 2017, an estimated $3K.
  • Security National Trust first reported a position in Alexandria Real Estate Equities in Q4 2015 and held it in 2 quarters.
  • Security National Trust's Alexandria Real Estate Equities position peaked at $3K in Q1 2017.
  • 349 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2017.

Based on Security National Trust's 13F filing for Q2 2017, filed 4 Aug 2017.