AE Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,053	Closed	-$254K	–	2461
2025 Q3	$254K	Buy	3,053 +298	+11%	+$23.9K	﹤0.01%	1264
2025 Q2	$200K	Buy	2,755 +12	+0.4%	+$891	﹤0.01%	1311
2025 Q1	$254K	Buy	2,743 +294	+12%	+$28.8K	﹤0.01%	1165
2024 Q4	$239K	Buy	+2,449	New	+$268K	﹤0.01%	1194
2023 Q4	–	Sell	-4,069	Closed	-$407K	–	2052
2023 Q3	$407K	Buy	+4,069	New	+$473K	﹤0.01%	1487
2023 Q2	–	Sell	-4,760	Closed	-$598K	–	1899
2023 Q1	$598K	Buy	+4,760	New	+$699K	﹤0.01%	1255
2022 Q1	–	Sell	-1,484	Closed	-$331K	–	1667
2021 Q4	$331K	Buy	1,484 +168	+13%	+$34.8K	﹤0.01%	1406
2021 Q3	$251K	Buy	1,316 +18	+1%	+$3.58K	﹤0.01%	1432
2021 Q2	$236K	Buy	+1,298	New	+$232K	﹤0.01%	1437
2021 Q1	–	Sell	-2,050	Closed	-$365K	–	1479
2020 Q4	$365K	Buy	2,050 +149	+8%	+$24.6K	﹤0.01%	1067
2020 Q3	$304K	Buy	+1,901	New	+$317K	﹤0.01%	1032