Cape Investment Advisory’s Alexandria Real Estate Equities ARE Stock Holding History

Cape Investment Advisory’s Portfolio ARE Stock Details ARE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.37K	Hold
2025 Q3	$2.33K	Buy
2025 Q2	$73	Hold
2025 Q1	$93	Sell
2024 Q4	$195	Buy
2024 Q3	$119	Hold
2024 Q2	$117	Buy
2023 Q2	–	Sell
2023 Q1	$3.77K	Buy