AE Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
2,755
+12
| +0.4% | +$872 | ﹤0.01% | 1311 |
|
|
2025
Q1 | $254K | Buy |
2,743
+294
| +12% | +$27.2K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $239K | Buy |
+2,449
| New | +$239K | ﹤0.01% | 1194 |
|
|
2023
Q4 | – | Sell |
-4,069
| Closed | -$407K | – | 2047 |
|
|
2023
Q3 | $407K | Buy |
+4,069
| New | +$407K | ﹤0.01% | 1485 |
|
|
2023
Q2 | – | Sell |
-4,760
| Closed | -$598K | – | 1896 |
|
|
2023
Q1 | $598K | Buy |
+4,760
| New | +$598K | ﹤0.01% | 1253 |
|
|
2022
Q1 | – | Sell |
-1,484
| Closed | -$331K | – | 1662 |
|
|
2021
Q4 | $331K | Buy |
1,484
+168
| +13% | +$37.5K | ﹤0.01% | 1406 |
|
|
2021
Q3 | $251K | Buy |
1,316
+18
| +1% | +$3.43K | ﹤0.01% | 1428 |
|
|
2021
Q2 | $236K | Buy |
+1,298
| New | +$236K | ﹤0.01% | 1434 |
|
|
2021
Q1 | – | Sell |
-2,050
| Closed | -$365K | – | 1465 |
|
|
2020
Q4 | $365K | Buy |
2,050
+149
| +8% | +$26.5K | ﹤0.01% | 1065 |
|
|
2020
Q3 | $304K | Buy |
+1,901
| New | +$304K | ﹤0.01% | 1028 |
|