Cascade Investment 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 | $956K | Buy |
13,162
+1,317
| +11% | +$95.7K | 0.61% | 78 |
|
|
2025
Q1 | $1.1M | Buy |
11,845
+490
| +4% | +$45.3K | 0.74% | 70 |
|
|
2024
Q4 | $1.11M | Buy |
11,355
+1,280
| +13% | +$125K | 0.71% | 72 |
|
|
2024
Q3 | $1.2M | Buy |
10,075
+130
| +1% | +$15.4K | 0.76% | 73 |
|
|
2024
Q2 | $1.16M | Buy |
9,945
+335
| +3% | +$39.2K | 0.78% | 63 |
|
|
2024
Q1 | $1.24M | Buy |
9,610
+2,325
| +32% | +$300K | 0.81% | 59 |
|
|
2023
Q4 | $924K | Buy |
+7,285
| New | +$924K | 0.66% | 77 |
|