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Sentry Investment Management’s Alexandria Real Estate Equities ARE Stock Holding History

Sentry Investment Management’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 		– Sell
-423
Closed -$21K – 43
2025
Q4 		$21K Hold
423
– – 0.01% 498
2025
Q3 		$32K Sell
423
-24
-5% -$1.92K 0.02% 460
2025
Q2 		$34K Hold
447
– – 0.02% 451
2025
Q1 		$35K Sell
447
-134
-23% -$13.1K 0.02% 416
2024
Q4 		$57K Sell
581
-95
-14% -$10.4K 0.03% 384
2024
Q3 		$80K Hold
676
– – 0.03% 377
2024
Q2 		$79K Sell
676
-139
-17% -$16.6K 0.04% 346
2024
Q1 		$105K Hold
815
– – 0.04% 337
2023
Q4 		$103K Sell
815
-87
-10% -$9.36K 0.04% 331
2023
Q3 		$90K Sell
902
-72
-7% -$8.37K 0.04% 374
2023
Q2 		$111K Hold
974
– – 0.04% 364
2023
Q1 		$122K Sell
974
-20
-2% -$2.94K 0.05% 327
2022
Q4 		$145K Buy
994
+51
+5% +$7.38K 0.06% 309
2022
Q3 		$132K Hold
943
– – 0.06% 308
2022
Q2 		$137K Sell
943
-184
-16% -$31.2K 0.06% 302
2022
Q1 		$227K Sell
1,127
-221
-16% -$43.1K 0.07% 273
2021
Q4 		$301K Buy
1,348
+290
+27% +$60K 0.08% 255
2021
Q3 		$202K Sell
1,058
-155
-13% -$30.9K 0.06% 313
2021
Q2 		$221K Hold
1,213
– – 0.06% 310
2021
Q1 		$199K Sell
1,213
-5,790
-83% -$965K 0.06% 314
2020
Q4 		$1.25M Hold
7,003
– – 0.06% 273
2020
Q3 		$1.12M Hold
7,003
– – 0.06% 259
2020
Q2 		$1.14M Buy
+7,003
New +$1.07M 0.07% 273

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

Sentry Investment Management's ARE Position: Q1 2026 in Review

Sentry Investment Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2026, closing a stake of 423 shares — an estimated $21K sold.

Sentry Investment Management first reported a position in ARE in Q2 2020 and held it in 23 quarters. The position peaked at $1.25M in Q4 2020. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

  • Sentry Investment Management reported no remaining Alexandria Real Estate Equities position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 423 Alexandria Real Estate Equities shares in Q1 2026, an estimated $21K.
  • Sentry Investment Management first reported a position in Alexandria Real Estate Equities in Q2 2020 and held it in 23 quarters.
  • Sentry Investment Management's Alexandria Real Estate Equities position peaked at $1.25M in Q4 2020.
  • 567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.