SFS
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Sowell Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

Sowell Financial Services’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
-1,125
Closed -$199K – 649
2021
Q1 		$199K Buy
1,125
+95
+9% +$15.8K 0.01% 1051
2020
Q4 		$184K Buy
1,030
+52
+5% +$8.59K 0.01% 885
2020
Q3 		$156K Buy
978
+46
+5% +$7.68K 0.01% 816
2020
Q2 		$151K Buy
932
+711
+322% +$109K 0.01% 821
2020
Q1 		$30K Buy
221
+146
+195% +$22.9K ﹤0.01% 1242
2019
Q4 		$12K Buy
75
+70
+1,400% +$11K ﹤0.01% 1611
2019
Q3 		$1K Buy
+5
New +$739 ﹤0.01% 2185

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's ARE Position: Q2 2021 in Review

Sowell Financial Services sold out of Alexandria Real Estate Equities (ARE) in Q2 2021, closing a stake of 1,125 shares — an estimated $199K sold.

Sowell Financial Services first reported a position in ARE in Q3 2019 and held it in 7 quarters. The position peaked at $199K in Q1 2021. 558 funds tracked by Wall St. Rank hold ARE as of Q2 2021.

  • Sowell Financial Services reported no remaining Alexandria Real Estate Equities position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,125 Alexandria Real Estate Equities shares in Q2 2021, an estimated $199K.
  • Sowell Financial Services first reported a position in Alexandria Real Estate Equities in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Alexandria Real Estate Equities position peaked at $199K in Q1 2021.
  • 558 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.