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

Sonora 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
2021 Q3	$157K	Sell	822 -25	-3%	-$4.98K	0.02%	234
2021 Q2	$154K	Hold	847	–	–	0.02%	221
2021 Q1	$139K	Hold	847	–	–	0.01%	340
2020 Q4	$151K	Hold	847	–	–	0.01%	333
2020 Q3	$136K	Hold	847	–	–	0.01%	322
2020 Q2	$137K	Hold	847	–	–	0.01%	283
2020 Q1	$116K	Sell	847 -201	-19%	-$31.5K	0.01%	289
2019 Q4	$169K	Buy	+1,048	New	+$165K	0.02%	265
2015 Q4	–	Sell	-41	Closed	-$3K	–	806
2015 Q3	$3K	Buy	+41	New	+$3.69K	﹤0.01%	858

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's ARE Position: Q3 2021 in Review

Sonora Investment Management reduced its Alexandria Real Estate Equities (ARE) stake by 3% in Q3 2021, selling an estimated $4.98K and leaving 822 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #234.

Sonora Investment Management first reported a position in ARE in Q3 2015 and has held it in 9 quarters since. The position peaked at $169K in Q4 2019. 565 funds tracked by Wall St. Rank hold ARE as of Q3 2021.

Sonora Investment Management held 822 shares of Alexandria Real Estate Equities worth $157K as of Q3 2021.
Sonora Investment Management sold 25 Alexandria Real Estate Equities shares in Q3 2021, an estimated $4.98K.
Alexandria Real Estate Equities made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #234 holding.
Sonora Investment Management first reported a position in Alexandria Real Estate Equities in Q3 2015 and has held it in 9 quarters since.
Sonora Investment Management's Alexandria Real Estate Equities position peaked at $169K in Q4 2019.
565 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.