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Evergreen Capital Management’s Alexandria Real Estate Equities ARE Stock Holding History

Evergreen Capital Management’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,046
Closed -$766K – 1424
2025
Q3 		$766K Buy
9,046
+6,067
+204% +$486K 0.02% 474
2025
Q2 		$220K Sell
2,979
-1,080
-27% -$80.2K 0.01% 983
2025
Q1 		$381K Buy
4,059
+314
+8% +$30.8K 0.01% 621
2024
Q4 		$370K Buy
3,745
+779
+26% +$85.4K 0.01% 637
2024
Q3 		$356K Buy
2,966
+52
+2% +$6.2K 0.01% 643
2024
Q2 		$345K Sell
2,914
-7
-0.2% -$834 0.01% 604
2024
Q1 		$380K Buy
2,921
+47
+2% +$5.79K 0.01% 534
2023
Q4 		$368K Buy
+2,874
New +$309K 0.02% 515

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