Hohimer Wealth 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 | – | Sell |
-22,670
| Closed | -$2.1M | – | 269 |
|
|
2025
Q1 | $2.1M | Buy |
22,670
+1,034
| +5% | +$95.7K | 0.41% | 80 |
|
|
2024
Q4 | $2.11M | Sell |
21,636
-3,150
| -13% | -$307K | 0.4% | 79 |
|
|
2024
Q3 | $2.94M | Sell |
24,786
-163
| -0.7% | -$19.4K | 0.63% | 67 |
|
|
2024
Q2 | $2.92M | Buy |
24,949
+3,211
| +15% | +$376K | 0.68% | 62 |
|
|
2024
Q1 | $2.8M | Buy |
21,738
+434
| +2% | +$55.9K | 0.66% | 57 |
|
|
2023
Q4 | $2.7M | Buy |
+21,304
| New | +$2.7M | 0.68% | 48 |
|