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Stratos Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-225
Closed -$28K – 1057
2018
Q1 		$28K Buy
225
+184
+449% +$22.8K ﹤0.01% 1865
2017
Q4 		$5K Buy
+41
New +$5.16K ﹤0.01% 2377

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Stratos Wealth Partners's ARE Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Alexandria Real Estate Equities (ARE) in Q2 2018, closing a stake of 225 shares — an estimated $28K sold.

Stratos Wealth Partners first reported a position in ARE in Q4 2017 and held it in 2 quarters. The position peaked at $28K in Q1 2018. 441 funds tracked by Wall St. Rank hold ARE as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Alexandria Real Estate Equities position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 225 Alexandria Real Estate Equities shares in Q2 2018, an estimated $28K.
  • Stratos Wealth Partners first reported a position in Alexandria Real Estate Equities in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Alexandria Real Estate Equities position peaked at $28K in Q1 2018.
  • 441 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.