Naples Global 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 | $2.05M | Sell |
27,678
-2,302
| -8% | -$170K | 0.18% | 148 |
|
|
2025
Q1 | $2.81M | Buy |
29,980
+2,623
| +10% | +$246K | 0.27% | 105 |
|
|
2024
Q4 | $2.7M | Buy |
27,357
+26
| +0.1% | +$2.57K | 0.25% | 107 |
|
|
2024
Q3 | $3.28M | Buy |
27,331
+3,986
| +17% | +$478K | 0.31% | 97 |
|
|
2024
Q2 | $2.76M | Buy |
23,345
+2,915
| +14% | +$345K | 0.28% | 101 |
|
|
2024
Q1 | $2.66M | Buy |
+20,430
| New | +$2.66M | 0.27% | 108 |
|