LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.51M | Buy |
118,686
+30,113
| +34% | +$1.59M | ﹤0.01% | 2535 |
|
|
2025
Q4 | $4.33M | Sell |
88,573
-308,805
| -78% | -$18.2M | ﹤0.01% | 2659 |
|
|
2025
Q3 | $33.1M | Buy |
397,378
+44,295
| +13% | +$3.55M | 0.01% | 1050 |
|
|
2025
Q2 | $25.6M | Buy |
353,083
+58,885
| +20% | +$4.37M | 0.01% | 1095 |
|
|
2025
Q1 | $27.2M | Buy |
294,198
+33,713
| +13% | +$3.3M | 0.01% | 973 |
|
|
2024
Q4 | $25.4M | Buy |
260,485
+81,587
| +46% | +$8.94M | 0.01% | 951 |
|
|
2024
Q3 | $21.2M | Buy |
178,898
+144,133
| +415% | +$17.2M | 0.01% | 1018 |
|
|
2024
Q2 | $4.07M | Sell |
34,765
-1,827
| -5% | -$218K | ﹤0.01% | 2024 |
|
|
2024
Q1 | $4.72M | Buy |
36,592
+9,451
| +35% | +$1.16M | ﹤0.01% | 1835 |
|
|
2023
Q4 | $3.44M | Buy |
27,141
+8,301
| +44% | +$893K | ﹤0.01% | 1956 |
|
|
2023
Q3 | $1.89M | Buy |
18,840
+1,054
| +6% | +$122K | ﹤0.01% | 2339 |
|
|
2023
Q2 | $2.02M | Sell |
17,786
-750
| -4% | -$89.3K | ﹤0.01% | 2243 |
|
|
2023
Q1 | $2.33M | Buy |
18,536
+617
| +3% | +$90.7K | ﹤0.01% | 2020 |
|
|
2022
Q4 | $2.61M | Buy |
17,919
+675
| +4% | +$97.6K | ﹤0.01% | 1882 |
|
|
2022
Q3 | $2.42M | Sell |
17,244
-867
| -5% | -$133K | ﹤0.01% | 1835 |
|
|
2022
Q2 | $2.63M | Sell |
18,111
-230
| -1% | -$39K | ﹤0.01% | 1820 |
|
|
2022
Q1 | $3.69M | Buy |
18,341
+577
| +3% | +$113K | ﹤0.01% | 1629 |
|
|
2021
Q4 | $3.96M | Buy |
17,764
+2,426
| +16% | +$502K | ﹤0.01% | 1607 |
|
|
2021
Q3 | $2.93M | Buy |
15,338
+1,962
| +15% | +$391K | ﹤0.01% | 1763 |
|
|
2021
Q2 | $2.43M | Buy |
13,376
+2,615
| +24% | +$468K | ﹤0.01% | 1814 |
|
|
2021
Q1 | $1.77M | Buy |
10,761
+3,527
| +49% | +$588K | ﹤0.01% | 1934 |
|
|
2020
Q4 | $1.29M | Buy |
7,234
+170
| +2% | +$28.1K | ﹤0.01% | 1985 |
|
|
2020
Q3 | $1.13M | Buy |
7,064
+1,167
| +20% | +$195K | ﹤0.01% | 1848 |
|
|
2020
Q2 | $957K | Sell |
5,897
-9
| -0.2% | -$1.38K | ﹤0.01% | 1854 |
|
|
2020
Q1 | $809K | Buy |
5,906
+2,519
| +74% | +$394K | ﹤0.01% | 1760 |
|
|
2019
Q4 | $547K | Buy |
3,387
+638
| +23% | +$101K | ﹤0.01% | 2298 |
|
|
2019
Q3 | $424K | Sell |
2,749
-204
| -7% | -$30.1K | ﹤0.01% | 2389 |
|
|
2019
Q2 | $417K | Sell |
2,953
-668
| -18% | -$96.5K | ﹤0.01% | 2415 |
|
|
2019
Q1 | $516K | Buy |
3,621
+536
| +17% | +$70.6K | ﹤0.01% | 2206 |
|
|
2018
Q4 | $355K | Sell |
3,085
-5,457
| -64% | -$666K | ﹤0.01% | 2329 |
|
|
2018
Q3 | $1.07M | Sell |
8,542
-498
| -6% | -$63K | ﹤0.01% | 1625 |
|
|
2018
Q2 | $1.14M | Sell |
9,040
-107
| -1% | -$13.4K | ﹤0.01% | 1530 |
|
|
2018
Q1 | $1.14M | Buy |
9,147
+941
| +11% | +$117K | ﹤0.01% | 1509 |
|
|
2017
Q4 | $1.07M | Buy |
8,206
+1,341
| +20% | +$169K | ﹤0.01% | 1479 |
|
|
2017
Q3 | $817K | Buy |
6,865
+1,794
| +35% | +$215K | ﹤0.01% | 1576 |
|
|
2017
Q2 | $611K | Buy |
+5,071
| New | +$590K | ﹤0.01% | 1732 |
|
|
2016
Q4 | – | Sell |
-2,730
| Closed | -$293K | – | 2683 |
|
|
2016
Q3 | $293K | Sell |
2,730
-1,082
| -28% | -$118K | ﹤0.01% | 2142 |
|
|
2016
Q2 | $398K | Buy |
3,812
+1,292
| +51% | +$123K | ﹤0.01% | 1859 |
|
|
2016
Q1 | $229K | Sell |
2,520
-25
| -1% | -$2.04K | ﹤0.01% | 2706 |
|
|
2015
Q4 | $232K | Buy |
+2,545
| New | +$230K | ﹤0.01% | 2714 |
|
Other funds holding ARE
VPM
VCM
AAMU
