Brown Financial Advisors’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
Sell
-4,528
Closed -$419K 139
2025
Q1
$419K Buy
4,528
+112
+3% +$10.4K 0.17% 121
2024
Q4
$431K Buy
4,416
+929
+27% +$90.6K 0.17% 112
2024
Q3
$414K Sell
3,487
-2,465
-41% -$293K 0.17% 121
2024
Q2
$696K Buy
+5,952
New +$696K 0.31% 106