Focus Partners Wealth’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
$959K Buy
13,209
+6,618
+100% +$481K ﹤0.01% 1155
2025
Q1
$610K Buy
6,591
+4,163
+171% +$385K ﹤0.01% 1248
2024
Q4
$237K Buy
+2,428
New +$237K ﹤0.01% 1640
2024
Q2
Sell
-1,601
Closed -$206K 1236
2024
Q1
$206K Buy
+1,601
New +$206K ﹤0.01% 930