Squar Milner Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-25	Closed	-$3K	–	241
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	633
2019 Q4	$4K	Buy	+25	New	+$3.94K	﹤0.01%	656
2019 Q3	–	Sell	-25	Closed	-$4K	–	247
2019 Q2	$4K	Sell	25 -20	-44%	-$2.89K	﹤0.01%	613
2019 Q1	$6K	Hold	45	–	–	﹤0.01%	614
2018 Q4	$5K	Hold	45	–	–	﹤0.01%	546
2018 Q3	$6K	Hold	45	–	–	0.01%	566
2018 Q2	$6K	Buy	+45	New	+$5.62K	0.01%	659

Other funds holding ARE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's ARE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Alexandria Real Estate Equities (ARE) in Q2 2020, closing a stake of 25 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in ARE in Q2 2018 and held it in 7 quarters. The position peaked at $6K in Q1 2019. 506 funds tracked by Wall St. Rank hold ARE as of Q2 2020.

Squar Milner Financial Services reported no remaining Alexandria Real Estate Equities position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 25 Alexandria Real Estate Equities shares in Q2 2020, an estimated $3K.
Squar Milner Financial Services first reported a position in Alexandria Real Estate Equities in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Alexandria Real Estate Equities position peaked at $6K in Q1 2019.
506 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.