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 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 $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 600 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.
600 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.