Anchor Investment 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 | $160K | Buy |
2,207
+522
| +31% | +$37.9K | 0.01% | 406 |
|
2025
Q1 | $156K | Buy |
+1,685
| New | +$156K | 0.01% | 398 |
|
2024
Q2 | – | Sell |
-6
| Closed | -$773 | – | 1005 |
|
2024
Q1 | $773 | Buy |
+6
| New | +$773 | ﹤0.01% | 1000 |
|
2022
Q2 | – | Sell |
-785
| Closed | -$158K | – | 967 |
|
2022
Q1 | $158K | Hold |
785
| – | – | 0.02% | 408 |
|
2021
Q4 | $175K | Hold |
785
| – | – | 0.02% | 398 |
|
2021
Q3 | $150K | Buy |
785
+100
| +15% | +$19.1K | 0.02% | 398 |
|
2021
Q2 | $125K | Buy |
685
+85
| +14% | +$15.5K | 0.02% | 428 |
|
2021
Q1 | $98.6K | Buy |
+600
| New | +$98.6K | 0.02% | 439 |
|