SLF
ARE icon

Sun Life Financial’s Alexandria Real Estate Equities ARE Stock Holding History

Sun Life Financial’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
-75
Closed -$12K – 116
2021
Q1 		$12K Buy
75
+2
+3% +$333 ﹤0.01% 350
2020
Q4 		$13K Buy
73
+2
+3% +$331 ﹤0.01% 319
2020
Q3 		$11K Buy
+71
New +$11.9K ﹤0.01% 324
2017
Q2 		– Sell
-5
Closed -$48 – 561
2017
Q1 		$48 Buy
+5
New +$565 ﹤0.01% 507

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 $3.38T AUM 44.17% 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

Sun Life Financial's ARE Position: Q2 2021 in Review

Sun Life Financial sold out of Alexandria Real Estate Equities (ARE) in Q2 2021, closing a stake of 75 shares — an estimated $12K sold.

Sun Life Financial first reported a position in ARE in Q1 2017 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 558 funds tracked by Wall St. Rank hold ARE as of Q2 2021.

  • Sun Life Financial reported no remaining Alexandria Real Estate Equities position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 75 Alexandria Real Estate Equities shares in Q2 2021, an estimated $12K.
  • Sun Life Financial first reported a position in Alexandria Real Estate Equities in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's Alexandria Real Estate Equities position peaked at $13K in Q4 2020.
  • 558 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.