Creative Planning’s Alexandria Real Estate Equities, Inc. 7.00% Series D Cumulative Convertible Preferred Stock ARE.PRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-775	Closed	-$27K	–	4798
2016 Q4	$27K	Sell	775 -85	-10%	-$2.96K	﹤0.01%	2845
2016 Q3	$30K	Hold	860	–	–	﹤0.01%	2727
2016 Q2	$29K	Buy	860 +85	+11%	+$2.87K	﹤0.01%	2505
2016 Q1	$23K	Hold	775	–	–	﹤0.01%	2645
2015 Q4	$21K	Buy	+775	New	+$21K	﹤0.01%	2794