Evergreen Capital Management’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
$220K Sell
2,979
-1,080
-27% -$79.9K 0.01% 978
2025
Q1
$381K Buy
4,059
+314
+8% +$29.5K 0.01% 621
2024
Q4
$370K Buy
3,745
+779
+26% +$77K 0.01% 637
2024
Q3
$356K Buy
2,966
+52
+2% +$6.24K 0.01% 643
2024
Q2
$345K Sell
2,914
-7
-0.2% -$828 0.01% 604
2024
Q1
$380K Buy
2,921
+47
+2% +$6.12K 0.01% 534
2023
Q4
$368K Buy
+2,874
New +$368K 0.02% 515