Clearstead Advisors’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
2026 Q1	$6.96K	Sell	150 -366	-71%	-$19.3K	﹤0.01%	1677
2025 Q4	$25.3K	Sell	516 -798	-61%	-$47K	﹤0.01%	1643
2025 Q3	$110K	Buy	1,314 +265	+25%	+$21.2K	﹤0.01%	1025
2025 Q2	$76.2K	Buy	1,049 +436	+71%	+$32.4K	﹤0.01%	1148
2025 Q1	$56.7K	Buy	613 +352	+135%	+$34.5K	﹤0.01%	1143
2024 Q4	$25.5K	Sell	261 -36	-12%	-$3.95K	﹤0.01%	1319
2024 Q3	$35.3K	Buy	297 +192	+183%	+$22.9K	﹤0.01%	1283
2024 Q2	$12.3K	Buy	105 +53	+102%	+$6.32K	﹤0.01%	1506
2024 Q1	$6.28K	Sell	52 -17	-25%	-$2.1K	﹤0.01%	1143
2023 Q4	$8.75K	Buy	+69	New	+$7.43K	﹤0.01%	1080
2023 Q3	–	Sell	-28	Closed	-$3.18K	–	1523
2023 Q2	$3.18K	Sell	28 -55	-66%	-$6.55K	﹤0.01%	1092
2023 Q1	$10.4K	Hold	83	–	–	﹤0.01%	944
2022 Q4	$12.1K	Hold	83	–	–	﹤0.01%	885
2022 Q3	$12K	Buy	+83	New	+$12.7K	﹤0.01%	854
2021 Q4	–	Sell	-32	Closed	-$6K	–	1275
2021 Q3	$6K	Buy	32 +15	+88%	+$2.99K	﹤0.01%	995
2021 Q2	$3K	Buy	+17	New	+$3.04K	﹤0.01%	947