Kestra Advisory Services’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 | $359K | Buy |
4,944
+1,375
| +39% | +$99.9K | ﹤0.01% | 2212 |
|
|
2025
Q1 | $330K | Sell |
3,569
-136
| -4% | -$12.6K | ﹤0.01% | 2104 |
|
|
2024
Q4 | $361K | Buy |
+3,705
| New | +$361K | ﹤0.01% | 2092 |
|
|
2024
Q3 | – | Sell |
-3,048
| Closed | -$360K | – | 2550 |
|
|
2024
Q2 | $360K | Sell |
3,048
-137
| -4% | -$16.2K | ﹤0.01% | 1997 |
|
|
2024
Q1 | $415K | Buy |
+3,185
| New | +$415K | ﹤0.01% | 1783 |
|