SFSG
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Sound Financial Strategies Group’s Alexandria Real Estate Equities ARE Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-3,667
Closed -$602K – 89
2021
Q1 		$602K Sell
3,667
-39
-1% -$6.5K 0.31% 42
2020
Q4 		$660K Buy
+3,706
New +$613K 0.36% 28

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

Sound Financial Strategies Group's ARE Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of Alexandria Real Estate Equities (ARE) in Q2 2021, closing a stake of 3,667 shares — an estimated $602K sold.

Sound Financial Strategies Group first reported a position in ARE in Q4 2020 and held it in 2 quarters. The position peaked at $660K in Q4 2020. 557 funds tracked by Wall St. Rank hold ARE as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining Alexandria Real Estate Equities position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 3,667 Alexandria Real Estate Equities shares in Q2 2021, an estimated $602K.
  • Sound Financial Strategies Group first reported a position in Alexandria Real Estate Equities in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's Alexandria Real Estate Equities position peaked at $660K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.