IFP Advisors’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 | $118K | Buy |
1,624
+1,432
| +746% | +$104K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $17.8K | Buy |
192
+23
| +14% | +$2.13K | ﹤0.01% | 2337 |
|
|
2024
Q4 | $16.5K | Sell |
169
-10
| -6% | -$976 | ﹤0.01% | 2333 |
|
|
2024
Q3 | $21.2K | Sell |
179
-6
| -3% | -$712 | ﹤0.01% | 2120 |
|
|
2024
Q2 | $21.6K | Buy |
185
+93
| +101% | +$10.9K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $11.9K | Buy |
92
+50
| +119% | +$6.45K | ﹤0.01% | 2173 |
|
|
2023
Q4 | $5.32K | Buy |
42
+27
| +180% | +$3.42K | ﹤0.01% | 2402 |
|
|
2023
Q3 | $1.49K | Sell |
15
-21
| -58% | -$2.08K | ﹤0.01% | 2913 |
|
|
2023
Q2 | $4.09K | Buy |
36
+14
| +64% | +$1.59K | ﹤0.01% | 2616 |
|
|
2023
Q1 | $2.02K | Sell |
22
-830
| -97% | -$76.4K | ﹤0.01% | 2892 |
|
|
2022
Q4 | $82K | Sell |
852
-46
| -5% | -$4.43K | ﹤0.01% | 1872 |
|
|
2022
Q3 | $94K | Buy |
898
+156
| +21% | +$16.3K | ﹤0.01% | 1887 |
|
|
2022
Q2 | $81K | Hold |
742
| – | – | ﹤0.01% | 1824 |
|
|
2022
Q1 | $81K | Buy |
742
+697
| +1,549% | +$76.1K | ﹤0.01% | 1824 |
|
|
2021
Q4 | $11K | Buy |
45
+25
| +125% | +$6.11K | ﹤0.01% | 2135 |
|
|
2021
Q3 | $6K | Buy |
20
+1
| +5% | +$300 | ﹤0.01% | 2405 |
|
|
2021
Q2 | $3K | Buy |
19
+1
| +6% | +$158 | ﹤0.01% | 2591 |
|
|
2021
Q1 | $2K | Sell |
18
-52
| -74% | -$5.78K | ﹤0.01% | 2610 |
|
|
2020
Q4 | $13K | Sell |
70
-4
| -5% | -$743 | ﹤0.01% | 1943 |
|
|
2020
Q3 | $12K | Sell |
74
-14
| -16% | -$2.27K | ﹤0.01% | 1823 |
|
|
2020
Q2 | $14K | Sell |
88
-33
| -27% | -$5.25K | ﹤0.01% | 1679 |
|
|
2020
Q1 | $17K | Buy |
121
+13
| +12% | +$1.83K | ﹤0.01% | 1546 |
|
|
2019
Q4 | $17K | Hold |
108
| – | – | ﹤0.01% | 1674 |
|
|
2019
Q3 | $16K | Buy |
+108
| New | +$16K | ﹤0.01% | 1849 |
|
|
2019
Q1 | $13K | Sell |
94
-269
| -74% | -$37.2K | ﹤0.01% | 1489 |
|
|
2018
Q4 | $41K | Sell |
363
-714
| -66% | -$80.6K | ﹤0.01% | 1701 |
|
|
2018
Q3 | $135K | Sell |
1,077
-16
| -1% | -$2.01K | 0.01% | 1294 |
|
|
2018
Q2 | $138K | Buy |
1,093
+67
| +7% | +$8.46K | 0.01% | 1286 |
|
|
2018
Q1 | $134K | Hold |
1,026
| – | – | 0.01% | 1206 |
|
|
2017
Q4 | $134K | Sell |
1,026
-894
| -47% | -$117K | 0.01% | 1203 |
|
|
2017
Q3 | $228K | Buy |
1,920
+14
| +0.7% | +$1.66K | 0.01% | 1063 |
|
|
2017
Q2 | $230K | Buy |
1,906
+1,594
| +511% | +$192K | 0.01% | 1041 |
|
|
2017
Q1 | $34K | Buy |
312
+36
| +13% | +$3.92K | ﹤0.01% | 2138 |
|
|
2016
Q4 | $31K | Sell |
276
-89
| -24% | -$10K | ﹤0.01% | 2153 |
|
|
2016
Q3 | $40K | Buy |
365
+53
| +17% | +$5.81K | ﹤0.01% | 1945 |
|
|
2016
Q2 | $32K | Buy |
312
+218
| +232% | +$22.4K | ﹤0.01% | 2020 |
|
|
2016
Q1 | $13K | Sell |
94
-278
| -75% | -$38.4K | ﹤0.01% | 1489 |
|
|
2015
Q4 | $34K | Buy |
+372
| New | +$34K | ﹤0.01% | 1829 |
|