J.W. Coons Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Hold	5,945	–	–	0.1%	169
2025 Q1	$550K	Hold	5,945	–	–	0.15%	134
2024 Q4	$580K	Hold	5,945	–	–	0.15%	134
2024 Q3	$706K	Hold	5,945	–	–	0.18%	123
2024 Q2	$695K	Sell	5,945 -1,000	-14%	-$119K	0.17%	117
2024 Q1	$895K	Hold	6,945	–	–	0.2%	99
2023 Q4	$880K	Hold	6,945	–	–	0.24%	100
2023 Q3	$695K	Hold	6,945	–	–	0.2%	113
2023 Q2	$788K	Hold	6,945	–	–	0.22%	103
2023 Q1	$872K	Hold	6,945	–	–	0.25%	92
2022 Q4	$1.01M	Buy	6,945 +1,000	+17%	+$145K	0.3%	81
2022 Q3	$833K	Hold	5,945	–	–	0.32%	85
2022 Q2	$864K	Hold	5,945	–	–	0.31%	85
2022 Q1	$1.2M	Buy	5,945 +1,000	+20%	+$195K	0.36%	71
2021 Q4	$1.1M	Hold	4,945	–	–	0.33%	77
2021 Q3	$945K	Hold	4,945	–	–	0.32%	79
2021 Q2	$900K	Hold	4,945	–	–	0.32%	84
2021 Q1	$811K	Hold	4,945	–	–	0.29%	93
2020 Q4	$880K	Hold	4,945	–	–	0.34%	85
2020 Q3	$791K	Hold	4,945	–	–	0.33%	83
2020 Q2	$802K	Hold	4,945	–	–	0.36%	78
2020 Q1	$678K	Buy	+4,945	New	+$774K	0.36%	80