Cary Street Partners Investment Advisory’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
Q1 | – | Sell |
-1,783
| Closed | -$174K | – | 567 |
|
|
2024
Q4 | $174K | Sell |
1,783
-1,236
| -41% | -$121K | 0.11% | 197 |
|
|
2024
Q3 | $358K | Buy |
3,019
+11
| +0.4% | +$1.31K | 0.01% | 577 |
|
|
2024
Q2 | $352K | Sell |
3,008
-61
| -2% | -$7.14K | 0.01% | 545 |
|
|
2024
Q1 | $396K | Buy |
3,069
+665
| +28% | +$85.7K | 0.02% | 505 |
|
|
2023
Q4 | $305K | Buy |
2,404
+2,354
| +4,708% | +$298K | 0.01% | 525 |
|
|
2023
Q3 | $5.01K | Buy |
+50
| New | +$5.01K | ﹤0.01% | 1477 |
|