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BRWA
B. Riley Wealth Advisors’s
Alexandria Real Estate Equities
ARE
Stock Holding History
B. Riley Wealth Advisors’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
2023
Q3
–
Sell
-1,813
Closed
-$207K
–
1465
2023
Q2
$207K
Buy
+1,813
New
+$216K
﹤0.01%
1341
2022
Q1
–
Sell
-1,596
Closed
-$356K
–
1386
2021
Q4
$356K
Buy
1,596
+251
+19%
+$52K
0.01%
977
2021
Q3
$257K
Sell
1,345
-45
-3%
-$8.96K
0.01%
1121
2021
Q2
$253K
Buy
+1,390
New
+$249K
0.01%
1116
2021
Q1
–
Sell
-1,448
Closed
-$259K
–
1348
2020
Q4
$259K
Sell
1,448
-185
-11%
-$30.6K
0.01%
835
2020
Q3
$263K
Buy
+1,633
New
+$273K
0.01%
748
2015
Q1
–
Sell
-482
Closed
-$43
–
654
2014
Q4
$43
Buy
+482
New
+$40.3K
﹤0.01%
2166
2014
Q3
–
Sell
-544
Closed
-$42.2K
–
730
2014
Q2
$42.2K
Buy
+544
New
+$40.8K
0.01%
1107
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$1.61T AUM
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1-Year Est. Return
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$156B AUM
27.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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