Benjamin Edwards Inc’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	-6,597	Closed	-$550K	–	1316
2025 Q3	$550K	Buy	6,597 +353	+6%	+$28.3K	0.01%	899
2025 Q2	$454K	Buy	6,244 +1,228	+24%	+$91.2K	0.01%	876
2025 Q1	$464K	Buy	5,016 +115	+2%	+$11.3K	0.01%	810
2024 Q4	$478K	Buy	4,901 +1,688	+53%	+$185K	0.01%	831
2024 Q3	$382K	Buy	3,213 +3,208	+64,160%	+$382K	0.01%	885
2024 Q2	$1K	Buy	+5	New	+$596	﹤0.01%	666
2023 Q1	–	Sell	-2,490	Closed	-$363K	–	694
2022 Q4	$363K	Buy	2,490 +380	+18%	+$55K	0.1%	203
2022 Q3	$296K	Sell	2,110 -17	-0.8%	-$2.61K	0.09%	205
2022 Q2	$309K	Buy	2,127 +544	+34%	+$92.3K	0.09%	214
2022 Q1	$319K	Sell	1,583 -9	-0.6%	-$1.76K	0.09%	220
2021 Q4	$355K	Buy	1,592 +23	+1%	+$4.76K	0.12%	187
2021 Q3	$300K	Buy	1,569 +29	+2%	+$5.77K	0.18%	146
2021 Q2	$280K	Buy	+1,540	New	+$276K	0.19%	141
2020 Q4	–	Sell	-2,683	Closed	-$429K	–	370
2020 Q3	$429K	Buy	+2,683	New	+$448K	0.35%	94