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Sound Income Strategies’s Alexandria Real Estate Equities ARE Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-475
Closed -$35.4K – 2516
2025
Q3 		$35.4K Buy
475
+131
+38% +$10.5K ﹤0.01% 652
2025
Q2 		$25K Buy
+344
New +$25.6K ﹤0.01% 700
2025
Q1 		– Sell
-2
Closed -$195 – 1562
2024
Q4 		$195 Hold
2
– – ﹤0.01% 1402
2024
Q3 		$238 Sell
2
-1,120
-100% -$133K ﹤0.01% 1347
2024
Q2 		$131K Buy
+1,122
New +$134K 0.01% 286

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound Income Strategies's ARE Position: Q4 2025 in Review

Sound Income Strategies sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 475 shares — an estimated $35.4K sold.

Sound Income Strategies first reported a position in ARE in Q2 2024 and held it in 5 quarters. The position peaked at $131K in Q2 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Sound Income Strategies reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 475 Alexandria Real Estate Equities shares in Q4 2025, an estimated $35.4K.
  • Sound Income Strategies first reported a position in Alexandria Real Estate Equities in Q2 2024 and held it in 5 quarters.
  • Sound Income Strategies's Alexandria Real Estate Equities position peaked at $131K in Q2 2024.
  • 598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.